The GleanQuote/HubSpot bi-directional integration enables users to create quotes and proposals from a HubSpot account or deal, syncs account and contact information from HubSpot to GleanQuote and also syncs proposal information from GleanQuote to HubSpot.
Users are matched between GleanQuote and HubSpot via email address. All HubSpot users that will be creating proposals will need to be created as users in GleanQuote with the same email address as is used in Hubspot.
The user setting up the GleanQuote/HubSpot integration must be an admin in both HubSpot and GleanQuote.
To enable the integration from your GleanQuote account, go to company settings/integrations/other and click the Enable button on the HubSpot card.
Select the Hubspot account you want to connect:
Confirm the integration permissions:
You will see that the Status on the HubSpot integration card now displays Enabled. You can disable the integration at any time in GleanQuote by clicking the Disable button.
Click the Edit Settings button on the HubSpot integration card in GleanQuote:
Map the Account, Opportunity and Contact fields by matching up GleanView field names with Hubspot field names. If you want to match HubSpot fields with custom GleanQuote fields, those custom fields will need to be created in GleanQuote company settings before mapping.
Check the auto-populate HS deal amount with GV proposal total checkbox if you want the total of the most recent proposal related to a HubSpot deal to update the HubSpot deal amount automatically.
Click the Save button when you are finished mapping fields. These integration settings can be updated any time by an admin user in GleanQuote.
Only mapped fields will be synced between GleanQuote and HubSpot.
You can verify that your integration is active by going to your Connected Apps section of your HubSpot account settings. You should see the GleanQuote app listed if your integration setup was successful.
Once you have completed the integration set-up, you can create new GleanQuote proposals from within HubSpot Deals and Companies. You will see the GleanQuote card in the connected apps sidebar on companies and deals within HubSpot:
Clicking the New Proposal button launches this modal. Just click the Proceed link.
If the HubSpot company or deal and associated contacts do not already exist in GleanQuote, they will be created in GleanQuote and the New Proposal modal will display in GleanQuote. If the HubSpot company or deal and associated contacts already exist in GleanQuote, the proposal will be associated with the existing GleanQuote records.
Once the proposal is saved in GleanQuote, the information from the proposal will sync back into HubSpot. You can click the link icon to go directly back to the proposal editor in GleanQuote or click the Actions link and choose either the Proposal overview or editor. Each time a new proposal is created from a HubSpot deal or company, it will be displayed in this same area. Each time a proposal is updated in GleanQuote, the same information is updated in HubSpot.
In order to view proposal tracking activity in HubSpot, make sure the GleanQuote activity checkbox is checked.
Each time a proposal is created, send, viewed or completed, an activity event will be displayed in the HubSpot timeline.
Clicking the link in any of the timeline activities will open Proposal Overview in GleanQuote. You can download a pdf copy of the completed proposal from here using the Get PDF button.