Pour la version française 🇫🇷 → ICI
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Go to the CRM tab in the Qwoty back office
In the integration part, click on the connect to Pipedrive button
Select the connection account to link to Qwoty & accept the exchange of information between Qwoty and Hubspot
Once connected, return to the Admin tab in the Qwoty back office
For each of your pipelines, you can define in which step the transaction will be moved depending on the status of a quote
Clic on the puzzle
Selec Qwoty
Select manage users
Select users
In your transaction on the right on the Qwoty card, click on New quote
you can then create your quote: