CRM
Connect HubSpot
The B2B quoting layer for your HubSpot pipeline.
Overview
HubSpot + TackQuote
TackQuote's HubSpot integration keeps your CRM and quoting in perfect sync. When a TackQuote quote is created, a corresponding HubSpot deal is created automatically. As the quote moves through its lifecycle — sent, viewed, approved, converted — the HubSpot deal stage updates in lock-step. Sales managers get a single source of truth without reps entering data twice.
TackQuote connects to HubSpot via OAuth 2.0. Once connected, all new quotes automatically sync to your HubSpot pipeline.
Before you start
What you'll need
- HubSpot Sales Hub Starter, Professional, or Enterprise
- HubSpot account with Deals access (any paid plan)
- TackQuote Starter plan or above
Setup
How to connect HubSpot
Connect via HubSpot OAuth
Click "Connect HubSpot" in TackQuote Integrations. You'll be redirected to HubSpot to authorize access to your CRM contacts, deals, and companies.Map pipelines and stages
Choose which HubSpot sales pipeline receives TackQuote quotes, and map each TackQuote quote status to a corresponding HubSpot deal stage.Set deal owner rules
Decide whether deal ownership in HubSpot follows the TackQuote quote owner or a fixed assignment rule.Start syncing
Every new TackQuote quote creates a deal in HubSpot. Your team sees live quote data in their CRM without leaving HubSpot.
Capabilities
What you get
Automatic Deal Creation
Every TackQuote quote creates a matching HubSpot deal with the company, contact, deal amount, and expected close date pre-populated.
2-Way Stage Sync
Quote status changes in TackQuote update deal stages in HubSpot. Deal stage changes in HubSpot can optionally trigger TackQuote quote actions.
Contact & Company Matching
TackQuote matches buyer email addresses to existing HubSpot contacts and companies. New buyers are created as HubSpot contacts automatically.
Activity Logging
Quote events (sent, viewed, commented on, approved) are logged as HubSpot deal activities, giving reps a complete engagement timeline.
FAQ
HubSpot questions
What happens to existing HubSpot deals when I connect TackQuote?
Existing deals are not affected. TackQuote only creates new deals for quotes generated after the integration is enabled. You can optionally run a one-time backfill for historical quotes.
Does TackQuote sync HubSpot deal properties like custom fields?
Yes. You can map TackQuote quote custom fields to HubSpot deal properties in the integration settings. Standard properties (amount, close date, deal name) sync automatically.
Can I use HubSpot workflows to trigger TackQuote actions?
HubSpot → TackQuote triggers are on our roadmap. Currently, sync is primarily TackQuote → HubSpot.