What a configuration could hand over
HubSpot works with whatever reaches it. During implementation, instead of a form saying “please send me a quote”, we can hand over a contact and a deal carrying dimensions, material and a priced basis in agreed properties. Which properties are filled is decided against your own HubSpot setup.
Contact
The name, email and phone from the final step could create a contact. HubSpot recognises contacts by email address, so a second enquiry from the same customer could attach to the existing record.
Deal in a pipeline
A configuration could create a deal in the pipeline and stage you choose, valued at the calculated price where your price list in the configurator has one.
Line items
The parts of a configuration could be written as the deal’s line items, either linked to products in your product library or as standalone items for that deal only.
Custom properties
Dimensions, material, colour and the 3D view link could go into properties you create on the deal, so you can filter and report on them.
What we need to connect it
Access would run through an app with an access token and narrow scopes, created in your HubSpot account by a user with the super admin role.
Together we go through your pipelines, deal stages and the properties the configuration should fill, and write the field mapping down before development starts.
Test enquiries would first go to a test account or a separate pipeline so they stay out of your sales reports.
Worth deciding up front
- HubSpot limits API calls per app per 10 seconds and per day according to your subscription. One enquiry is only a few calls, but a bulk import of older enquiries needs spreading out over time.
- A line item always belongs to a single object. If a quote is later made from the deal, its line items are created separately, which the design has to allow for.
- Decide whether the deal amount is the price with or without tax. HubSpot can hold the tax rate on each line item.
Questions about this connection
Will the price be written into the deal automatically?
If the configurator calculates a price for your product, the connection can write it as the deal amount and as line item prices. Whether it should also change when the configuration is edited later is agreed during implementation.
Will the salesperson see the 3D view inside HubSpot?
The deal would carry a link to the configuration’s 3D view, which opens in the browser. The model itself is not embedded in HubSpot.
What if the same customer submits two enquiries?
The contact would be matched to the existing one by email and each configuration would get its own deal. If you want a different rule, such as updating an open deal, we design it during implementation.
Other integrations
Put HubSpot to work in your sales.
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator, and we will go through which data could flow from it into your system.