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
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:
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!