GleanQuote Integration With HubSpot

Make Complex Quoting and Proposals Easy

Manage GleanQuote proposals and quotes directly from HubSpot
  • Start and edit proposals and quotes directly from any HubSpot deal.
  • Seamless user experience inside HubSpot.
Import HubSpot Deal Line Items into GleanQuote Quote Tables
  • Import HubSpot deal line items directly into GleanQuote when creating a new quote or proposal.
  • Use GleanQuote to Configure, Price, Bundle or UpSell/CrossSell
Manage Products
Manage Products in HubSpot or GleanQuote or Both
  • Manage your products in HubSpot and configure in GleanQuote.
  • Manage your products in GleanQuote and sync back to HubSpot.
  • You choose the best combination for your workflow.
Manage Products
All Proposal and Quote Activity Synced to HubSpot
  • Proposal and quote views and completions are automatically synced to HubSpot.
  • Activity can be used in HubSpot workflows.
  • Deal amount and stage can be updated automatically in HubSpot.
Proposal Activity

Get Started with GleanQuote for HubSpot

Copyright © 2017-2024. GleanView