🔗 HubSpot CRM Integration (Beta)

Your quote requests can now flow straight into HubSpot automatically! 🎉

Every time a customer submits a quote, Quotify can create or update a HubSpot contact and, if you'd like, a full deal with line items in the pipeline of your choice. No more copy-pasting emails into your CRM or chasing leads across two tools.

Here's what you can do:

• Sync contacts automatically — map your quote form fields (email, name, phone, company, address, and more) to HubSpot contact properties.
• Create deals with line items — each quote becomes a deal in your chosen pipeline and stage, with every product and variant itemized.
• Add custom properties — tag your leads with custom values like lead_source = quotify to power your reporting and automation.
• Sync on your terms — send every quote, or use rules to only sync the ones that matter (by market, value, products, and more).
• Track activity — a built-in activity log shows the last syncs at a glance, so you know exactly what landed in HubSpot.

🧪 This feature is currently in beta. We'd love your feedback as you start using it — let us know what works, what doesn't, and what you'd like to see next.

Head to Settings → Integrations → HubSpot to connect your account. A step-by-step setup guide is linked right next to the connection test.