GleanQuote + HubSpot CRM Integration Guide
HubSpot Integration Video
Table of Contents
What the Integration Does
Integrate GleanQuote seamlessly with HubSpot to streamline your proposal and quoting workflow. This two-way sync connects deals, contacts, companies, line items, and more—saving you time and reducing manual data entry.
- Create proposals directly from HubSpot deals or companies
- Sync data: company, deal, and contact info from HubSpot → GleanQuote
- Push proposal and line item data from GleanQuote → HubSpot
Note: Users are matched by email. Make sure all HubSpot users creating proposals also exist in GleanQuote with the same email address.
Important: The person setting up the integration must be an admin in both HubSpot and GleanQuote.
How to Set Up the Integration
1. Enable the Integration in GleanQuote
- Go to Company Settings Integrations Other
- Click Enable on the HubSpot card
2. Connect Your HubSpot Account
Select the HubSpot account you want to connect
Approve the requested permissions
Once connected, the integration status will show as Enabled. You can disable it anytime from the same screen.
3. Configure Integration Settings
Click Edit Settings on the HubSpot integration card.
- Display Option: Iframe within HubSpot or separate browser tab
- Auto-Populate Deal Amount: Uses latest proposal total
- Sync Behavior: Sync on sent or edited proposals
- Create HubSpot Products: From GleanQuote proposal items
- Generate HubSpot Quotes: Automatically from proposals
- Line Item Sync: Choose how pricing and item data sync
- Update Deal Stage: Based on GleanQuote proposal status
- Field Mapping: Match deal, product, and custom fields
Be sure to click the orange Save button when done!
4. Map Company, Contact & Deal Fields
Match HubSpot fields to GleanQuote fields. Custom GleanQuote fields must be created in advance in GleanQuote settings. Only mapped fields will sync between systems. You can adjust these settings at any time, so feel free to come back to this section once you're more familiar with the platform.
5. Verify the Integration
In HubSpot, go to Settings Connected Apps. You should see GleanQuote listed if the connection was successful.