HubSpot: Products
If you're using HubSpot Products, you'll be able to use the Qwilr + HubSpot integration to automatically pull sets of products into the Quote Block.
Note: To use this feature, you'll need a paid HubSpot Professional or Enterprise account, with Sales Hub and Super Admin permissions.
Note: This feature on works with Deal records and requires the products to have a Product Type in HubSpot
In this article
Creating a Deal template
To use this part of our integration, you'll need to have products associated with a Deal record in your HubSpot account. You'll find details on this process in HubSpot's docs.
Step 1. In your Qwilr account, create a page that you'll use as your template.
Step 2. Now let's convert that page to a template. Head to the top right corner and click the Convert to Template icon. Then click the button to confirm.
Step 3. Now, head back to the top right corner, and click on the Tokens icon. Then click the CRM tab, and then Add to CRM to confirm.
Step 4. Enable the Use in Hubspot switch, and then choose Deal as the object. Click Confirm.
And that's it! You'll now see the HubSpot Deal title and the list of available Deal record tokens.
For more on creating HubSpot templates in general, please see this page.
Adding the Products token
If your HubSpot account is enabled for Products, you'll now see a Products token in the tokens list. This single token will pull in all your product details from HubSpot.
Depending on how you've set up the Quote Block in your template, there are a couple of locations where you can place this token:
- In a Plan card
- In a Table section
Adding the token to a Plan card
This option is great if you have subscription or recurring pricing plans set up in HubSpot Products.
Step 1. Start by adding a Quote Block to your template, and choosing either of the Plan presets. This places a new default set of cards in your template.
Step 2. Next, head to the top right corner and click the Tokens icon. From there, search for the Products token. Then drag and drop it onto any of these default cards.
Step 3. From there, go ahead and delete the three default plan cards. You'll only need the new Products card you've just created. To do this, click on the pencil icon in the top right corner of each card.
Step 4. See the section below on filtering this display.
Adding the token to a Table section
This option is great for products that are set up with a One-Time price in HubSpot.
Step 1. Add a Quote Block to your template, and the Standard preset. This places a new table quote section.
Step 2. Next, head to the bottom of this section and click on the Products button. That will add a new, fully-configured line item to your quote.
Step 3. This table section also contains a default empty line, which you won't need. Delete that by clicking the pencil icon.
Step 4. See the section below on filtering this display.
Filtering the Products display
Whichever way you add the Products token to your quote, it's set by default to pull in all of the products you have attached to a Deal record. You can see that default filter above the token.
There might be cases, however, where you want only some of the associated products to pull in. For that, you can open the filter and choose a criteria. In this example, we'll filter the display so that only the products with monthly billing frequency will be pulled into these plan cards.
This filter is especially useful if you're using a combination of Plan cards and Table sections in your quote. By setting a filter for each area, you can pull different products into different areas of the quote.
Customizing the display of token details
The HubSpot Product form has many fields. So each time you use the Product token in Qwilr, it will generate a series of related tokens - one for each field in the HubSpot Product form.
You can use these related tokens in some fields of your quote. To do this, start typing two sets of open curly brackets, like this: {{
That will open a list of available tokens for the field. Here's an example of a Table section, where we'll add an SKU token to the product description.
Pulling products into your Qwilr page
In your HubSpot account, take these steps.
Step 1. Locate the Deal record you want to create a Qwilr page from.
Step 2. Make sure you have one or more Product line items associated with this Deal, you've entered a quantity for each product, and confirm that your products have a Product Type.
Step 3. 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 products wherever there's a Products token, using the filter you've set for each instance.