Qwilr Guide

Integrating with HubSpot

Our HubSpot integration lets you build compelling proposals instantly.

...And it streamlines your sales process.

In this guide, you'll learn how to install and use the integration.

We'll also look at how Qwilr connects to HubSpot Products and Workflows, making you even more efficient.

Let's get started!

Step 1: Installation & Setup

It only takes a moment to connect Qwilr to HubSpot.

A quick note: To use the integration, your Qwilr and HubSpot accounts should be under the same email address. If you need to, you can change your Qwilr account email.

Step 3: Creating Qwilr Pages in HubSpot

Now you can put your template to work creating instant Qwilr Pages.

Going deeper: HubSpot Products and Workflows

Adding HubSpot Products to your quotes

Build customized quotes in your Qwilr pages instantly.

Saving steps with HubSpot Workflows

Qwilr + HubSpot Workflows help you automate repetitive tasks and get more done.

Some examples:

When your client views but hasn't accepted your Qwilr Page, you can send them a reminder email a few days later.
When your client accepts your Qwilr Page, HubSpot can notify your whole sales team.
When your client accepts a Qwilr Page, HubSpot can create a Deal record automatically, or schedule a follow-up call, or add them to a marketing list.

One More Thing: HubSpot Automations BETA

Create faster processes with the HubSpot Automations BETA

Qwilr automations will allow changes in your Qwilr page states to trigger updates in your HubSpot records.

Some details:

Automations allow you to change the state in the Deal Pipeline
Automations allow you to update deal record fields like Close Date and Amount
Automations allow you to update deal record fields with responses from your Custom Form questions on acceptance

Questions?

Feel free to email us at help@qwilr.com, or click the ? Help button in Qwilr.