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Documentation Index

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CRM integrations keep your customer data synchronized between Qwoty and your sales platform. When enabled, Qwoty can automatically create or update CRM records when you create quotes, publish Dealrooms, or close deals. Qwoty supports native integrations with Salesforce, HubSpot, and Pipedrive.

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What CRM integrations do

CRM integrations establish a two-way connection between Qwoty and your sales platform. This keeps customer records, deal status, and quote data in sync across both systems. Key capabilities:
  • Pull customer and opportunity data into Qwoty when creating quotes
  • Push quote totals, line items, and status updates back to the CRM
  • Automatically create or update CRM deals when quotes reach specific statuses
  • Map Qwoty fields to custom CRM fields
  • Sync contract records and order details
CRM integrations require Admin role permissions to configure. Once enabled, all users can benefit from the sync.

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How syncing works

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Supported platforms

The Salesforce integration connects to Accounts, Opportunities, Quotes, and Products. You can sync both standard and custom objects.Synced objects:
  • Accounts → Customers
  • Opportunities → Quotes
  • Products → Catalog items
  • Orders → Qwoty Orders
Qwoty supports both Salesforce Classic and Lightning Experience.

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Configuring an integration

1

Navigate to CRM settings

Go to Settings → Integrations → CRM and select your platform.
2

Authorize the connection

Click [BUTTON LABEL] and complete the OAuth flow in your CRM. Grant Qwoty the requested permissions.
3

Configure field mapping

Map Qwoty fields to your CRM fields. Required mappings include customer name, opportunity ID, and quote total. Add custom field mappings as needed.
4

Set sync triggers

Choose which Qwoty events trigger CRM updates. Common triggers include quote creation, status changes, and order generation.
5

Test the connection

Click [BUTTON LABEL] to verify data flows correctly between systems.
Once activated, the integration begins syncing immediately. Test thoroughly in a sandbox environment before enabling in production.

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Field mapping

Field mapping defines how data flows between Qwoty and your CRM. You can map both standard and custom fields. Standard mappings:
Qwoty fieldCRM field (typical)Direction
Customer nameAccount/Company NameBoth
Customer emailAccount EmailBoth
Quote totalOpportunity AmountQwoty → CRM
Quote statusOpportunity StageBoth
Quote created dateOpportunity Created DateQwoty → CRM
Custom field mapping: Add custom mappings to sync additional data like industry, region, or deal type. Custom fields must exist in both systems before mapping.

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Sync behavior and rules

Qwoty’s CRM sync follows these rules to prevent conflicts and data loss: Sync direction:
  • Customer and opportunity data typically flows CRM → Qwoty when creating quotes
  • Quote status, totals, and line items flow Qwoty → CRM when quotes are updated
  • Two-way sync is available for customer contact information and opportunity notes
Conflict resolution:
  • CRM data takes precedence for customer master records
  • Qwoty data takes precedence for quote calculations and line items
  • Manual changes in either system trigger a sync event
Sync frequency:
  • Real-time for status changes and critical updates
  • Batched every 15 minutes for non-critical data
  • On-demand sync available via [BUTTON LABEL]
Deleted records in Qwoty are not deleted in your CRM. They are marked with a custom field to preserve audit history.

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Disconnecting an integration

To disconnect a CRM integration, go to Settings → Integrations → CRM and click [BUTTON LABEL] . Disconnecting stops all syncing immediately. Existing data in both systems remains unchanged. You can reconnect at any time without data loss.

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Common questions

No. Qwoty supports one active CRM connection per workspace. To switch CRMs, disconnect the current integration before connecting a new one.
Failed syncs are logged in Settings → Integrations → Sync Logs. Qwoty retries automatically up to three times. If the failure persists, you receive an email notification and can manually retry.
Yes. After enabling the integration, use the [BUTTON LABEL] option to sync existing quotes. This is a one-time operation and may take several minutes depending on data volume.
Yes. You can map any custom field in your CRM to Qwoty fields during setup. Both text and picklist field types are supported.
Quote line items sync as individual product records or line item objects in your CRM. The structure depends on your CRM’s data model. Bundles are synced as parent-child relationships where supported.

API and webhooks

Connect Qwoty to custom systems using REST API and webhooks

Customer management

Learn how customers and contacts are managed in Qwoty

Quote lifecycle

Understand quote statuses and how they map to CRM stages

User roles and permissions

Control who can configure and use integrations