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You Asked, We Delivered

We’ve just deployed an improvement to our Quoter-HubSpot integration — we now push the line item price after discounts are applied.

 

Made a ton of sense to have this accurate post-discount price be the one that pushes to the CRM, and thanks ​@Darryl for the Product Idea: 

 

Just Show Me What’s New, Slick.

Fair. Here’s a short video:

You can see we now have the specific line items if you drill down into a deal that’s been pushed to HubSpot:

 

Screenshot detail showing Line items after discounts

 

How Do I Integrate Quoter with HubSpot?

Lots of MSPs just use their PSA as their source of truth for customer contacts, but for those who use CRM systems, HubSpot is a popular choice (we use it here at ScalePad too), especially when communicating with prospects who haven’t joined yet. Here’s our Help Center article on how to set this integration up: https://help.quoter.com/hc/en-us/articles/32086028571803-Integrating-with-HubSpot-CRM

Our HubSpot integration is available as an add-on, or included in our Enterprise plan.

Already have it and want to understand which Quoter fields map to which ones in HubSpot? Look no further: https://help.quoter.com/hc/en-us/articles/32086225071387-HubSpot-CRM-Field-Mappings
 

Fin

Watch this space for more Quoter enhancements coming out later this month! 

This is great! At some point, will negative line items be pushed over to HubSpot? We offer additional discount line items that don’t seem to integrate will.