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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.

Connecting a CRM lets Qwoty pull in your customers and contacts so reps can build quotes without re-entering data. The connection uses OAuth — Qwoty never stores your CRM password. Time: ~5 minutes per CRM Supported CRMs: HubSpot, Pipedrive
You must have the Admin role to connect or disconnect integrations.

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Before you start

You’ll need:
  • Admin access to your Qwoty workspace
  • A HubSpot or Pipedrive account with permission to authorize third-party apps

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Connect a CRM

1

Go to Integrations

Go to Settings → Integrations. You’ll see a grid of available providers.
2

Find your CRM

Locate the HubSpot or Pipedrive card in the list.
3

Start the connection

Click Connect on the CRM card. A new browser tab opens with your CRM’s OAuth authorization page.
4

Authorize Qwoty

Log in to your CRM if prompted, then approve the access request. Qwoty requests access to companies, contacts, and deals.
Authorize with an account that has access to the data you want to sync — typically a CRM admin or the account owner.
5

Return to Qwoty

After you approve, you’re redirected back to the Integrations page. The CRM card now shows Connected.
CRM connected. Qwoty will start syncing customers and contacts into your workspace.

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What syncs

Once connected, Qwoty imports the following records from your CRM.
CRM recordQwoty record
CompaniesCustomers
ContactsContacts linked to customers
DealsAvailable as context when building quotes
For full field mapping and sync frequency, see the HubSpot integration reference.

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Disconnect a CRM

To disconnect, go to Settings → Integrations, find the connected CRM card, and use the card menu to disconnect. Existing customer data already imported into Qwoty is not deleted when you disconnect.

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What’s next

Customize your brand kit

Upload your logo, pick your colors, and brand your quotes.

Send your first quote

Create a quote and send it to a customer.