Intégration
Qwoty + HubSpot: Turn HubSpot Deals into Quotes, Contracts, and Orders. Without the Manual Work
Plateforme d'intégration CRM et marketing
Most mid-market B2B teams have HubSpot for pipeline management and an ERP for fulfillment. What they don’t have is anything solid in between. A deal closes in HubSpot, and someone manually re-enters the data into a quoting tool, a Word template, or a spreadsheet — then types it again into the ERP to create the order. That gap is where deals slow down, pricing errors appear, and sales reps spend time on data entry instead of selling.
Qwoty connects directly to HubSpot to close that gap. Contact, company, and deal data from HubSpot flows into Qwoty automatically. Your reps build quotes with real pricing rules, approval workflows, and e-signature — right from a HubSpot deal. Once signed, the confirmed order syncs back to HubSpot and on to your ERP. No re-entry, no version confusion, no lost deal context.
With the Qwoty–HubSpot integration, you can:
- Generate a complete, pricing-rule-compliant quote directly from any HubSpot deal — in minutes, not hours
- Apply multi-tier pricing, volume discounts, and approval workflows that HubSpot’s native quoting tool doesn’t support
- Send contracts for e-signature and track signature events back inside HubSpot automatically
- Convert a signed quote into a confirmed order and push it to your ERP — without touching HubSpot again manually
- Keep HubSpot deal stages, amounts, and quote statuses in sync in real time, so pipeline reporting stays accurate
Start a quote from HubSpot in one click
When a HubSpot deal reaches the right stage, Qwoty pulls in everything it needs — contact details, company data, associated products, and deal amounts — and pre-populates a structured quote. Your reps don’t retype anything. They configure, apply pricing rules, and send. HubSpot stays the place they work; Qwoty handles the quoting complexity that HubSpot’s native tools weren’t built for.
Pricing rules and approval workflows HubSpot doesn’t have
HubSpot’s built-in quoting covers straightforward, single-tier pricing. The moment you add volume tiers, customer-specific rates, bundle logic, or discount approval thresholds, you’re back to spreadsheets and Slack threads. Qwoty applies your actual pricing rules at quote time — and routes discount requests through structured approvals before anything goes out the door. Every quote that reaches the customer has already passed the right checks, without slowing down your reps.
E-signature events sync back to HubSpot automatically
Once a quote is ready, Qwoty sends it for e-signature without leaving the workflow. Every signature event — sent, opened, signed, declined — is written back to the corresponding HubSpot deal in real time. Your sales managers see deal status without chasing reps. HubSpot pipeline reporting reflects reality, not guesswork. And when the contract is signed, Qwoty automatically advances the HubSpot deal stage.
Signed quote becomes a confirmed order — HubSpot and ERP both updated
This is where most teams still lose time: the deal is closed in HubSpot, but someone has to manually create the order in the ERP. Qwoty eliminates that step. When a quote is signed, Qwoty converts it into a confirmed order, pushes the order data to your ERP, and writes the updated order status back to HubSpot. The HubSpot deal reflects the real commercial state of that account — without anyone touching it manually. No re-entry, no reconciliation calls.
Everything the HubSpot integration covers
Qwoty extends HubSpot across the full quote-to-order cycle — without replacing it or adding a parallel CRM layer.
Bidirectional sync with HubSpot
Contacts, companies, and deals flow from HubSpot into Qwoty. Quote status, deal stage updates, signed amounts, and order status flow back. HubSpot always reflects the current commercial state.
Pricing rules beyond HubSpot’s native limits
Multi-tier pricing, volume discounts, customer-specific rates, and bundle logic — all applied automatically when a quote is generated from a HubSpot deal. No spreadsheet required.
Structured discount approvals
Define approval thresholds by discount level, deal size, or product category. Requests route to the right approver automatically — no Slack threads, no email chains, no quotes going out unchecked.
E-signature tracked in HubSpot
Send contracts for e-signature from Qwoty. Every event — sent, viewed, signed — is logged on the HubSpot deal timeline. Deal stage advances automatically on signature. No manual update needed.
Order management without re-entry
A signed quote in Qwoty becomes a confirmed order that goes straight to your ERP. Order status syncs back to HubSpot. Your ops and finance teams work from accurate data — not from what sales remembered to type in.
AI-assisted quote pre-fill
When a prospect sends an RFQ by email or PDF, Qwoty’s document parsing layer reads it and pre-populates a quote draft — already linked to the right HubSpot deal. Useful for high-volume inbound requests or complex multi-line RFQs.
What syncs between Qwoty and HubSpot
How it works
Connect Qwoty to HubSpot — setup in under 30 minutes
Authenticate Qwoty against your HubSpot account using the native connector. Map the HubSpot deal stages that should trigger quote creation in Qwoty. Define which HubSpot pipelines and deal properties sync. No developer required — the integration is configured through Qwoty’s admin interface, and your HubSpot data model stays unchanged.
Reps generate quotes directly from HubSpot deals
From any qualifying HubSpot deal, a rep opens Qwoty with one click. Contact, company, and product data are already there. The rep configures the quote — applying pricing rules, adjusting quantities, adding services — and submits for approval if thresholds require it. The quote goes to the customer as a professional, branded document. HubSpot deal properties update automatically to reflect quote-sent status.
Signature triggers order creation — HubSpot and ERP both updated
When the customer signs, Qwoty converts the quote into a confirmed order and pushes it to your ERP. Simultaneously, the HubSpot deal stage advances to Closed Won, the signed amount is written to the deal, and the e-signature event is logged on the HubSpot timeline. Your sales, finance, and ops teams all work from the same confirmed data — with zero manual handoffs between HubSpot and your back-office systems.
Why Qwoty, if you already have HubSpot?
HubSpot is a strong CRM. Its native quoting feature works well for simple, single-tier pricing with no approval logic. But most mid-market B2B companies sell products that don’t fit that model — variable pricing by volume, multi-year contracts, services bundled with hardware, customer-specific rates negotiated by account managers. The moment complexity enters, HubSpot’s quoting tool reaches its ceiling and teams fall back on spreadsheets.
Qwoty doesn’t replace HubSpot — it extends it. Your reps keep working in HubSpot. Your pipeline stays in HubSpot. Qwoty handles the quoting, pricing, approval, contract, and order layer that HubSpot doesn’t cover, and writes everything back so HubSpot remains your single source of truth for revenue data. Implementation takes 4 to 6 weeks. Pricing starts at €15 per user per month. Over 1,000 B2B companies — including Assa Abloy, Groupe Novelty, and Tomorro — have reduced their sales cycle by 50% and increased quote conversion by 34% using Qwoty alongside their existing CRM.
Qwoty is the right fit if, in HubSpot, you currently deal with:
- Quotes that require multi-tier pricing, volume discounts, or customer-specific rates that HubSpot can’t apply automatically
- Discount approvals handled over Slack or email, with no audit trail attached to the HubSpot deal
- E-signature happening outside HubSpot, with status updates entered manually after the fact
- Order data manually re-entered into your ERP after a HubSpot deal closes — by a sales rep or an ops person
- HubSpot pipeline reporting that lags behind reality because deal stages aren’t updated until someone remembers to do it
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