> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

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

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

***

## 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

| Qwoty           |   | HubSpot |
| --------------- | - | ------- |
| Customer        | ↔ | Company |
| Primary contact | ← | Contact |
| Project (Quote) | → | Deal    |
| Product         | → | Product |

***

## 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

<Steps>
  <Step title="Open the integrations settings">
    In Qwoty, open your workspace settings and navigate to **Developer → Integrations**.
  </Step>

  <Step title="Select HubSpot">
    Find HubSpot in the list of available CRM integrations and start the connection.
  </Step>

  <Step title="Authorize Qwoty">
    Select the HubSpot account to link with Qwoty and follow the authorization process to completion.
  </Step>

  <Step title="Complete the connection">
    Return to Qwoty after authorization. HubSpot is now connected.
  </Step>
</Steps>

***

## Enable the Qwoty card in HubSpot

After connecting, a HubSpot administrator must enable the Qwoty card so it can appear on Deal records.

<Steps>
  <Step title="Open HubSpot settings">
    In HubSpot, click the ⚙️ **Settings** icon.
  </Step>

  <Step title="Go to Connected Apps">
    In the left sidebar, navigate to **Integrations → Connected Apps**.
  </Step>

  <Step title="Select Qwoty">
    Select **Qwoty** from the list of installed apps and open the **App Cards** tab.
  </Step>

  <Step title="Enable the card">
    Enable the Qwoty card for the **Deals** object.
  </Step>
</Steps>

***

## Add the Qwoty card to Deal records

After enabling the card, add it to the Deal record layout.

<Steps>
  <Step title="Open a Deal record">
    Open any Deal record in HubSpot.
  </Step>

  <Step title="Open the layout editor">
    Click **Customize record** in the top-right corner.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    Click **Save** to apply the changes.
  </Step>
</Steps>

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

***

## Synchronization behavior

<AccordionGroup>
  <Accordion title="General settings">
    **Order generation**

    By 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 amount**

    Choose which Qwoty value updates the HubSpot Deal amount field:

    | Option        | Description                             |
    | ------------- | --------------------------------------- |
    | None          | The Deal amount is not updated by Qwoty |
    | TCV           | Total Contract Value                    |
    | MRR           | Monthly Recurring Revenue               |
    | ARR           | Annual Recurring Revenue                |
    | First Payment | Amount of the first payment due         |
  </Accordion>

  <Accordion title="Field synchronization">
    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 — Company**

    | Qwoty field   | Direction       | Notes                                                                                                                       |
    | ------------- | --------------- | --------------------------------------------------------------------------------------------------------------------------- |
    | Addresses     | HubSpot → Qwoty | Requires all of the following HubSpot fields to be filled: `address`, `address2`, `city`, `state`, `zip`, `hs_country_code` |
    | Tax ID        | HubSpot → Qwoty |                                                                                                                             |
    | ERP ID        | Configurable    |                                                                                                                             |
    | Custom fields | Bidirectional   | Mappable to any HubSpot company property                                                                                    |

    **Project (Quote) — Deal**

    Quote 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**

    | Qwoty field   | Direction       |
    | ------------- | --------------- |
    | Role          | HubSpot → Qwoty |
    | ERP ID        | HubSpot → Qwoty |
    | Accounting ID | HubSpot → Qwoty |

    **Product — Product**

    Product 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.
  </Accordion>

  <Accordion title="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:

    | Qwoty status     | HubSpot stage            |
    | ---------------- | ------------------------ |
    | Draft            | Qualified To Buy         |
    | Pending approval | Decision Maker Bought-In |
    | Sent             | Contract Sent            |
    | Accepted         | Closed Won               |
    | Declined         | Closed Lost              |
    | Expired          | —                        |

    These mappings can be changed to match your HubSpot pipeline configuration.
  </Accordion>
</AccordionGroup>

***

## Object mapping

| Qwoty object    | HubSpot object | Direction       |
| --------------- | -------------- | --------------- |
| Customer        | Company        | Bidirectional   |
| Primary contact | Contact        | HubSpot → Qwoty |
| Project (Quote) | Deal           | Qwoty → HubSpot |
| Product         | Product        | Qwoty → HubSpot |

***

## 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.

***

## Disconnect HubSpot

To stop the integration, open the HubSpot integration from your Qwoty workspace settings and disconnect it.

<Warning>
  Disconnecting HubSpot stops future synchronization and removes the Qwoty card from HubSpot Deal records. It does not automatically delete records previously created in HubSpot.
</Warning>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="The HubSpot connection cannot be authorized">
    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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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*.
  </Accordion>

  <Accordion title="An address is not created in Qwoty">
    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`.
  </Accordion>

  <Accordion title="A product is not synchronized">
    Make sure the product is active in Qwoty. Inactive products are not synchronized to HubSpot.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

***

## 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.