CRM

HubSpot Integration

The B2B quoting layer for your HubSpot pipeline.

2-way deal sync. Quotes create deals; deal stage changes reflect quote status. Works with HubSpot Sales Hub.

Live · Available in TackQuote Dashboard

Connect HubSpot All 63 integrations

Connector Technical Specs

How TackQuote connects with HubSpot

Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.

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.

Bi-Directional Sync

Data objects synchronized between systems

Here is exactly how data flows between TackQuote and HubSpot to maintain complete system alignment.

Deal Pipeline Stage Progression

Advance CRM deal stages automatically when a quote is created, viewed, negotiated, or signed.

Account & Contact Mirroring

Keep buyer company profiles, primary decision-makers, and rep assignments in sync with HubSpot.

Quote PDF & Digital Proposal Link

Attach generated quote PDFs and interactive buyer portal links directly to HubSpot deal records.

Rep Activity Audit Logging

Log quote interactions, margin approval events, and buyer comments into HubSpot deal timelines.

Capabilities

What's included in the HubSpot connector

Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.

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.

Setup Guide

4 steps to connect HubSpot

TackQuote connects to HubSpot via OAuth 2.0. Once connected, all new quotes automatically sync to your HubSpot pipeline.

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.

Requirements

What you need to get started

Prerequisites for authenticating HubSpot with your TackQuote tenant.

HubSpot Sales Hub Starter, Professional, or Enterprise
HubSpot account with Deals access (any paid plan)
TackQuote Starter plan or above

TackQuote Platform

All integrations included

No per-connector fees, middleware subscriptions, or hidden charges. Connect HubSpot and all 63+ connectors under your standard TackQuote plan.

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FAQ

Frequently asked questions about HubSpot

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.