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<aside> 📣 Table of contents

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Connect HubSpot

  1. Go to the Admin tab of Qwoty's backoffice

https://prod-files-secure.s3.us-west-2.amazonaws.com/d9674b4f-5bea-4b0c-9871-1680a042c079/85b0624e-7ed0-4edc-8616-4e6ac230aa2d/Capture_decran_2024-04-18_a_10.05.57.png

  1. In the integration section, click on the connect to HubSpot button

https://prod-files-secure.s3.us-west-2.amazonaws.com/d9674b4f-5bea-4b0c-9871-1680a042c079/7a44c09a-b79e-4296-b59e-0eb1cf53ff2c/31f4d278-9fb3-4eef-98a8-72f44b12faf1.png

  1. Select the connection account to link with Qwoty

    https://prod-files-secure.s3.us-west-2.amazonaws.com/d9674b4f-5bea-4b0c-9871-1680a042c079/5f862d06-f887-4ef1-93b4-abd6200c7eb2/f08e2d22-653e-419d-b8ee-bb16e74d8626.png

  2. Accept the exchange of information between Qwoty and HubSpot

https://prod-files-secure.s3.us-west-2.amazonaws.com/d9674b4f-5bea-4b0c-9871-1680a042c079/dccab9d0-9a2a-44e5-b83a-2a10949e6aa0/Capture_decran_2024-04-18_a_10.14.41.png

  1. Once connected, return to the Admin tab of Qwoty's backoffice

For each of your pipelines, you can define in which step the transaction will be moved according to the status of a quote

https://prod-files-secure.s3.us-west-2.amazonaws.com/d9674b4f-5bea-4b0c-9871-1680a042c079/3dbd2747-d022-4760-9359-b7b39705cdd1/Capture_decran_2024-04-17_a_11.37.18.png

Manage your quotes from HubSpot

Create a quote

In your transaction, on the right on the Qwoty card, click on New quote

https://prod-files-secure.s3.us-west-2.amazonaws.com/d9674b4f-5bea-4b0c-9871-1680a042c079/612b5b0c-615c-4325-a1d8-54d5f7ec8871/Capture_decran_2024-04-18_a_16.50.36.png

You can then create your quote:

Create a new quote

Modify a quote