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CRM integrations keep your customer and deal data aligned between Qwoty and your CRM. Qwoty supports HubSpot, Pipedrive, and Salesforce (production and sandbox orgs). Once a CRM is connected:
  • Qwoty syncs the fields you map between Qwoty and the CRM: customers and companies, contacts, projects and deals, products.
  • Qwoty updates the deal stage when the quote status changes, following your pipeline mapping.
  • Sales reps see a Qwoty card on the deal or opportunity, where they can create a quote and open existing ones.
You need a role with the Developers settings permission to connect and configure a CRM. See Permissions reference.

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Connect HubSpot or Pipedrive

1

Open Integrations

Go to Settings › Developer › Integrations.
2

Click Connect

On the HubSpot or Pipedrive card, click Connect.
3

Authorize Qwoty

Sign in to your CRM in the window that opens and grant Qwoty the requested permissions.
4

Configure the integration

Qwoty opens the integration settings page. Set the general settings, map your fields and pipeline stages, then click Save. See CRM sync fields.
To connect Salesforce, you first install the Qwoty package in your org. See Salesforce.
If the CRM card shows Restricted access, the provider isn’t enabled for your workspace yet. Click Request access, then Send request. The Qwoty team contacts you once access is granted.

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Configure the integration

To open the settings of a connected CRM, click the settings icon on its card. The settings page has three parts: Click Save to apply your changes. For the details of each setting, see CRM sync fields.
There’s no manual sync button. Qwoty syncs data automatically according to your mapping.

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Fix an expired connection

If the CRM connection expires or becomes invalid, the settings page shows “CRM connection expired or invalid. Please reconnect the integration.” Click Reconnect and authorize Qwoty again.

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Disconnect a CRM

1

Open Integrations

Go to Settings › Developer › Integrations.
2

Click the disconnect icon

On the connected CRM card, click the disconnect icon.
3

Confirm

In the Disconnect Integration dialog, click Disconnect.
Disconnecting deletes all the synchronization data of the integration. This can’t be undone. You’ll have to map your fields and stages again if you reconnect.

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Common questions

No. There’s no manual or bulk sync. Data syncs automatically as records change.
Yes. In Field synchronisation, pick any field returned by your CRM for each Qwoty field, including Qwoty custom fields. See Data model to create custom fields.
The objects synced and their direction depend on the CRM. See the technical pages for HubSpot, Pipedrive, Salesforce, and CRM sync fields.

CRM sync fields

Every setting of a CRM integration.

Quote lifecycle

Quote statuses you map to pipeline stages.

Integrations

All available integrations.
Last modified on October 27, 2026