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Connect Qwoty to HubSpot and manage quotes directly from your CRM, with automatic synchronization of customers, contacts, deals, and products.

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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.

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Data synchronization

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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.

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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.

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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.

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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.
The Qwoty card now appears on Deal records and lets your team create and manage quotes directly from HubSpot.

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Synchronization behavior

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 mappings between Qwoty and HubSpot are configurable per object from the integration settings. Each field can be set to sync in one direction (Qwoty → HubSpot or HubSpot → Qwoty) or bidirectionally (↔). Custom Qwoty fields can also be mapped to HubSpot properties.Customer — CompanyProject (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 — ContactProduct — 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.
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.

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Object mapping

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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).
Missing HubSpot permissions may prevent some records from being created or updated, or prevent the Qwoty card from appearing on Deal records.

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Disconnect HubSpot

To stop the integration, open the HubSpot integration from your Qwoty workspace settings and disconnect it.
Disconnecting HubSpot stops future synchronization and removes the Qwoty card from HubSpot Deal records. It does not automatically delete records previously created in HubSpot.

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Troubleshooting

Make sure you have admin access to the HubSpot account you are connecting. If the authorization page does not load, try again in a private browser window.
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.
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 only created in Qwoty if all of the following HubSpot Company fields are filled in: address, address2, city, state, zip, hs_country_code.
Make sure the product is active in Qwoty. Inactive products are not synchronized to HubSpot.
Verify that the Qwoty status is mapped to a HubSpot pipeline stage in the integration settings, and that the correct pipeline is selected.

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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.