1. Start the install
From HubSpot Marketplace, choose Install and sign in to QuotePoint when prompted. You can also start from QuotePoint → Integrations → Connect HubSpot.
HubSpot setup guide
Install and verify QuotePoint for HubSpot.
Use this guide for Marketplace installation, direct connection, verification, reconnection, and clean removal of the QuotePoint integration.
Installation
From install to a working deal card.
2. Resolve the workspace
Existing users continue with their authorized workspace. New users can create an isolated 14-day trial workspace before returning to the HubSpot installation.
3. Authorize HubSpot
Review the requested HubSpot scopes and approve the HubSpot account you want connected. QuotePoint requires workspace-administrator access to bind the connection.
4. Confirm the connection
After authorization, QuotePoint shows the connected HubSpot account ID and connection status under Integrations. Marketplace installs return to HubSpot after the connection is stored.
5. Test the deal card
Open a HubSpot deal, find the QuotePoint app card, and choose Configure in QuotePoint. The Quote Builder should open on app.quotepoint.net with the deal context loaded.
6. Prepare product sync
Load a real production catalog in QuotePoint. Sample/demo products are intentionally excluded from external CRM synchronization.
7. Sync the product library
From QuotePoint → Integrations, run the product-library sync. QuotePoint remains the source of truth; HubSpot receives reconciled QuotePoint-managed production product records.
8. Verify Deal line items
Create a quote from a HubSpot Deal and save it in QuotePoint. Return to the Deal and confirm HubSpot’s native Line items card shows the QuotePoint-managed products with matching quantity, governed unit price, and discount.
Marketplace partner sign-in
HubSpot can hand the installation to QuotePoint and receive it back without losing context.
When installation starts in HubSpot Marketplace, HubSpot sends QuotePoint a short-lived installation request. QuotePoint authenticates the user, binds the request to the selected workspace, returns a cryptographically random state value to HubSpot, then validates that state when HubSpot returns the OAuth authorization code. The state expires after approximately 10 minutes and only its hash is stored.
Existing users sign in to QuotePoint before authorization
New users can create a trial workspace and resume the same install
Only QuotePoint workspace administrators can bind a HubSpot connection
The final OAuth connection is stored against the same QuotePoint workspace
The user is returned to HubSpot when the Marketplace install completes
Reconnect
If HubSpot asks for new permissions, reauthorize rather than creating a second workspace.
Open QuotePoint → Integrations and authorize the same HubSpot account again. QuotePoint updates the existing connection for that workspace/account pair. If the paid workspace is on Core, upgrade to Scale or Enterprise before reconnecting HubSpot; active trial workspaces may evaluate the integration.
Use the same QuotePoint workspace
Choose the intended HubSpot account during OAuth
Confirm the account ID after return
Run product sync again only after production catalog readiness is green
Disconnect / uninstall
Disconnect from QuotePoint or remove the connected app from HubSpot.
Workspace administrators can open QuotePoint → Integrations and choose Disconnect. QuotePoint requests removal of the public app installation from HubSpot and disables the local connection. If HubSpot cannot complete the uninstall request, QuotePoint falls back to OAuth refresh-token revocation before completing the local disconnect. If QuotePoint is uninstalled directly from HubSpot instead, the OAuth grant is invalidated and QuotePoint reconciles the connection to disconnected when status is revalidated.
What disconnecting does
QuotePoint stops future CRM reads/writes and product synchronization for that connection and removes the locally stored usable refresh credential. Existing QuotePoint quotes, audit history, historical object mappings, and data already written to HubSpot are not silently deleted.
Troubleshooting
Most connection issues fall into a few predictable categories.
Authorization returns an error
Confirm the QuotePoint HubSpot app is deployed, the selected HubSpot account is correct, and the workspace administrator has an active trial, Scale, or Enterprise entitlement.
Product sync is blocked
Confirm the workspace is production-classified and has production products. QuotePoint intentionally blocks demo/test workspaces and sample products from CRM synchronization.
Deal card does not launch
Confirm the latest HubSpot project build is deployed and the card is permitted to fetch https://app.quotepoint.net/functions/hubspotBridge.
Need help
Email support@quotepoint.net and include the QuotePoint workspace name, HubSpot account ID shown under Integrations, and the exact error message. Do not send passwords or OAuth tokens.