Using Qwilr and Hubspot to build smashing proposals
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.
The video below will walk you through the steps.
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 2: Building a Qwilr Template
Your template is the foundation of the Qwilr Pages you'll create in HubSpot.
You can create as many templates as you need. Each template can operate in one type of HubSpot record: Contact, Company, or Deal.
The video below will show you how to create a template.
Step 3: Creating Qwilr Pages in HubSpot
Now you can put your template to work creating instant Qwilr Pages.
The video below will show you how.
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.
- 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.