Launch from a deal
The QuotePoint app card opens the Quote Builder with HubSpot deal, company, and contact context already attached.
QuotePoint + HubSpot
Bring governed CPQ into the HubSpot deal workflow.
Launch QuotePoint from HubSpot deals, carry customer context into configuration and pricing, and write governed quote status back to the CRM without making HubSpot the source of truth for product logic.
How the integration works
HubSpot stays the CRM. QuotePoint stays the commercial rules engine.
Configure and price in QuotePoint
Products, sales channels, configuration rules, governed pricing, approvals, and quote output remain controlled by QuotePoint.
Write quote state back
QuotePoint writes the linked quote number, status, total, approval state, and QuotePoint URL back to the HubSpot deal.
Mirror the product library
Production products can be synchronized one way from QuotePoint into HubSpot Products. Demo/sample records are excluded.
Install flow
Existing and new QuotePoint customers use the same install path.
Existing customers sign in and authorize HubSpot. New customers can create a 14-day QuotePoint trial, create their workspace, and then continue directly into HubSpot authorization.
Install QuotePointSign in or start a QuotePoint trial
Choose or create the QuotePoint workspace
Authorize the requested HubSpot scopes
Open a HubSpot deal and use the QuotePoint app card
Load a production catalog before enabling product-library sync
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