Overview
The HubSpot integration connects Qwoty to your HubSpot instance in two ways. Embedded widget: A Qwoty card appears directly on HubSpot Deal records, letting your team create and manage quotes without leaving HubSpot. Data synchronization: Commercial data is automatically synchronized between Qwoty and HubSpot — customers, contacts, projects, and products. Once HubSpot is connected and the Qwoty card is added to your Deal layout, the integration is ready to use.Data synchronization
Before you connect
Make sure that:- You have a HubSpot account with admin permissions.
- You have access to your Qwoty workspace settings.
- Your HubSpot user can install and configure connected apps.
Connect HubSpot
1
Open the integrations settings
In Qwoty, open your workspace settings and navigate to Developer → Integrations.
2
Select HubSpot
Find HubSpot in the list of available CRM integrations and start the connection.
3
Authorize Qwoty
Select the HubSpot account to link with Qwoty and follow the authorization process to completion.
4
Complete the connection
Return to Qwoty after authorization. HubSpot is now connected.
Enable the Qwoty card in HubSpot
After connecting, a HubSpot administrator must enable the Qwoty card so it can appear on Deal records.1
Open HubSpot settings
In HubSpot, click the ⚙️ Settings icon.
2
Go to Connected Apps
In the left sidebar, navigate to Integrations → Connected Apps.
3
Select Qwoty
Select Qwoty from the list of installed apps and open the App Cards tab.
4
Enable the card
Enable the Qwoty card for the Deals object.
Add the Qwoty card to Deal records
After enabling the card, add it to the Deal record layout.1
Open a Deal record
Open any Deal record in HubSpot.
2
Open the layout editor
Click Customize record in the top-right corner.
3
Add the Qwoty card
In the list of available cards, search for Qwoty. Drag and drop it to the desired position — for example, in the right sidebar or within a tab.
4
Save
Click Save to apply the changes.
Synchronization behavior
General settings
General settings
Order generationBy default, accepting a quote in Qwoty does not automatically generate an order. Enable the Generate an order after quote acceptance toggle in the integration settings to activate this behavior.Deal amountChoose which Qwoty value updates the HubSpot Deal amount field:
Field synchronization
Field synchronization
Field mappings between Qwoty and HubSpot are configurable per object from the integration settings. Customer and contact fields, as well as custom fields, can be set to sync in one direction (Qwoty → HubSpot or HubSpot → Qwoty) or bidirectionally (↔). Standard quote and product fields always sync from Qwoty to HubSpot. See CRM sync fields for the full list.Customer — Company
Project (Quote) — DealQuote fields sync from Qwoty to HubSpot. Available fields include Project ID, Project Number, Status, Title, Expiration Date, MRR, ARR, TCV, One-off Total, First Payment Total Due, Gross Margin, Discount Rate, Issue Date, Number of Views, and Last Active. Custom Qwoty project fields can be mapped bidirectionally to HubSpot Deal properties.Contact — Contact
Product — ProductProduct fields sync from Qwoty to HubSpot. Available fields include Product ID, Reference, Category, Active status, Recurrence Type, Description, Product Type, Unit of Measure, Unit per Pack, SKU, Accounting ID, Ledger Account, ERP ID, Product Parent ID, and Catalog IDs.
Pipeline status mapping
Pipeline status mapping
Qwoty quote statuses can be mapped to HubSpot Deal pipeline stages. When a quote status changes in Qwoty, the corresponding Deal stage is updated automatically in HubSpot. This stage change can then be used as an enrollment trigger in HubSpot workflows.The active pipeline is selected from the integration settings. Default mappings:
These mappings can be changed to match your HubSpot pipeline configuration.
Object mapping
HubSpot permissions
The HubSpot user authorizing the connection must have permission to:- Install connected apps.
- Read and write Company, Contact, Deal, and Product records.
- Access and configure connected app settings (to enable the Qwoty card).
Disconnect HubSpot
To stop the integration, open the HubSpot integration from your Qwoty workspace settings and disconnect it.Troubleshooting
The Qwoty card does not appear on Deal records
The Qwoty card does not appear on Deal records
Confirm that the card has been enabled in HubSpot under Settings → Integrations → Connected Apps → Qwoty → App Cards, and that it has been added to the Deal record layout.
A deal is not updated when a quote changes
A deal is not updated when a quote changes
Check that the Deal is linked to the correct Qwoty project. Verify that the relevant field mappings are configured in the integration settings. If the Deal amount is not updating, check that the deal amount setting is not set to None.
An address is not created in Qwoty
An address is not created in Qwoty
An address is only created in Qwoty if the Addresses mapping syncs from HubSpot to Qwoty (or bidirectionally) and the following HubSpot Company fields are filled in:
address, city, zip, hs_country_code. address2 and state are optional.A product is not synchronized
A product is not synchronized
Make sure the product is active in Qwoty. Inactive products are not synchronized to HubSpot.
The pipeline stage is not updated after a status change
The pipeline stage is not updated after a status change
Verify that the Qwoty status is mapped to a HubSpot pipeline stage in the integration settings, and that the correct pipeline is selected.
Need help?
If the integration remains unavailable after checking the connection and permissions, contact Qwoty support with:- The affected Qwoty record.
- The corresponding HubSpot record, when available.
- The approximate time of the synchronization attempt.
- A description of the expected result.