You need a role with access to the Developers settings (for example, the system role
admin) to connect or disconnect integrations.Before you start
You’ll need:- Admin access to your Qwoty workspace
- A HubSpot, Pipedrive, or Salesforce account with permission to authorize third-party apps (for Salesforce, System Administrator rights)
Connect HubSpot or Pipedrive
1
Go to Integrations
Open your user menu, click Settings, then Developer › Integrations. You’ll see the list of available providers.
2
Start the connection
Click Connect on the HubSpot or Pipedrive card. Your CRM’s authorization page opens.
3
Authorize Qwoty
Log in to your CRM if prompted, then approve the access request.
4
Return to Qwoty
After you approve, you’re redirected back to Qwoty. The CRM card now shows Connected.
CRM connected. Click Configure on the card to review the sync settings.
Connect Salesforce
Salesforce and Salesforce (Sandbox) are in restricted access. On the card, click Request access, then Send request: the Qwoty team reviews your request and contacts you once access is granted. Once access is granted, click Connect on the card. The Install the Salesforce Integration window guides you through two steps:- Install the Qwoty package in your Salesforce org (Install on a production org or Install on a sandbox). You need System Administrator rights.
- Connect your org: click Connect my Salesforce org.
What syncs
Click Configure on a connected CRM card to open its settings:
See CRM mapping for field mapping details.
Disconnect a CRM
On the connected CRM card in Settings › Developer › Integrations, click Disconnect and confirm.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.