If you add HubSpot Products to your your Qwilr + Hubspot integration, you'll be able to automatically pull sets of products associated with your Deals into your quotes.
Note: If you're on our Business or Enterprise plans and interested in using HubSpot Products with Qwilr, please contact us to enable it in your account.
To use this feature, you'll need a HubSpot Professional or Enterprise account. You will also need HubSpot Sales Hub and Super Admin permissions.
Creating a Deal template
To use this part of our integration, you'll need to have products associated with a Deal in your HubSpot account. You'll find details on this process in HubSpot's docs.
Step 1. In your Qwilr account, create a template for the HubSpot Deal.
Step 2. Enable CRM Tokens on the template by clicking the Tokens icon at the top right corner of the page. Choose Hubspot as the CRM and Deal as the object. Click Convert to Template to save the change.
Note: The CRM Tokens feature is still currently rolling out to all customers, so if you don’t see this menu in your account, don't worry it's coming soon! In the meantime you can use this method of setting up your template.
Step 3. In the Quote Block of this template, you'll see a Tokens menu at the right side of the page. Scroll to the Products token, and click on it to copy it.
Step 4. Paste the token into the first line item of the Quote Block.
Pulling products into your Qwilr page
- Locate the HubSpot Deal record you want to create a Qwilr page from.
- Make sure you have one or more products associated with this Deal, and you've entered a quantity for each product.
- Locate the Qwilr widget. Click the Create Qwilr button, then select the Deal template you just created.
- In the new Qwilr page, the Quote Block will automatically list all the product information in place of the Products token.