You must have the Admin role to connect or disconnect integrations.
Available integrations
Go to Settings → Integrations to see all available providers. Integrations are grouped by category.CRM
Connect your CRM to sync customers and deals into Qwoty automatically. Reps can then build quotes directly from existing CRM records without re-entering data.
For a step-by-step connection guide, see Connect your CRM.
Messaging
Send quote activity notifications directly to your team’s messaging channels. Useful for alerting reps when a buyer opens a Dealroom or signs a quote.Messaging integrations are in Beta. Features and configuration options may change.
Billing
Connect your billing software to pass finalized order data downstream and avoid double-entry.Stripe - Invoice is in Beta.
Payment
Enable buyers to pay directly from the Dealroom after signing.Stripe - payment link is in Beta.
Connect an integration
The connection flow is the same for all integrations that use OAuth.1
Go to Integrations
Go to Settings → Integrations.
2
Find the integration
Locate the provider card in the grid.
3
Click Connect
Click Connect on the card. A new browser tab opens with the provider’s authorization page.
4
Authorize Qwoty
Log in to the provider if prompted and approve the access request.
5
Return to Qwoty
You’re redirected back to the Integrations page. The card shows Connected.
Integration active.
What’s next
Connect your CRM
Step-by-step guide for HubSpot and Pipedrive.
Send your first quote
Create a quote and send it to a customer.

