Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Deal Created

Activated when a new deal is created in HubSpot, facilitating automatic creation or updating of corresponding quotes in GleanQuote CPQ to streamline the quoting process and accelerate deal closure.
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Deal Stage Updated

Triggered when the deal stage is updated in HubSpot, enabling automatic synchronization of deal information with GleanQuote CPQ to ensure quote accuracy and reflect the current sales stage.
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Quote Sent

Activated when a quote is sent to a customer in GleanQuote CPQ, facilitating automatic updating of corresponding deal status and communication logs in HubSpot to track quote delivery and follow-up actions.
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Quote Accepted

Triggered when a quote is accepted by a customer in GleanQuote CPQ, enabling automatic updating of corresponding deal status and revenue data in HubSpot to track deal progression and forecast revenue.
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Quote Rejected

Activated when a quote is rejected by a customer in GleanQuote CPQ, facilitating automatic updating of corresponding deal status and follow-up tasks in HubSpot to analyze reasons for rejection and strategize next steps.
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Quote Revise Requested

Triggered when a customer requests revisions to a quote in GleanQuote CPQ, enabling automatic creation of corresponding tasks or activities in HubSpot to coordinate revisions and ensure timely response.
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Quote Expired

Activated when a quote expires in GleanQuote CPQ, facilitating automatic updating of corresponding deal status and follow-up actions in HubSpot to re-engage customers and prevent deal abandonment.
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Quote Expiry Reminder

Triggered when a quote expiry reminder is generated in GleanQuote CPQ, enabling automatic communication with customers and follow-up actions in HubSpot to ensure timely response and prevent missed opportunities.
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Quote Follow-up Scheduled

Activated when a follow-up action is scheduled for a quote in GleanQuote CPQ, facilitating automatic creation of corresponding tasks or activities in HubSpot to track follow-up activities and ensure timely engagement.

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Streamline project management processes by integrating Smartsheet with HubSpot, empowering you to collaborate effectively, track progress, and deliver projects on time and within budget.

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Simplify file management and improve collaboration by integrating CloudFiles with HubSpot, enabling seamless access to documents and assets within your marketing workflows.

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Manage multilingual content seamlessly with Lokalise's integration with HubSpot. Learn how to localize and translate your HubSpot content for global audiences with Lokalise's powerful localization tools.

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Enhance social media management and engagement by integrating Sprout Social with HubSpot, enabling you to schedule posts, monitor conversations, and measure performance from one platform.

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Streamline contract management processes and close deals faster by integrating Oneflow with HubSpot, enabling you to create, send, and e-sign contracts directly from your CRM platform.

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Streamline feedback management and enhance customer engagement by integrating SurveySparrow with HubSpot, enabling you to create dynamic surveys and capture valuable insights seamlessly.

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Enhance sales pipeline management by integrating Overloop with HubSpot, improving lead tracking and conversion rates.

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"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

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GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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GleanQuote CPQ + HubSpot

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Streamlined Quoting Process

Integrate GleanQuote CPQ with HubSpot to streamline the quoting process, automate quote generation, and improve sales efficiency.

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Enhanced Sales Collaboration

Utilize GleanQuote CPQ alongside HubSpot data to foster collaboration between sales teams, improve quote accuracy, and accelerate deal closure.

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Real-time Pricing and Configuration

Leverage GleanQuote CPQ's real-time pricing and configuration capabilities within HubSpot to deliver accurate quotes and proposals tailored to each customer.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot GleanQuote CPQ Integration streamline the quoting process?

By integrating GleanQuote CPQ with HubSpot, you can streamline the quoting process, automate quote generation, and improve sales efficiency by eliminating manual tasks and ensuring quote accuracy.

Can I foster collaboration between sales teams and accelerate deal closure using the integration?

Yes, you can utilize GleanQuote CPQ alongside HubSpot data to foster collaboration between sales teams, improve quote accuracy, and accelerate deal closure by providing real-time pricing and configuration capabilities.

Is it possible to deliver accurate quotes and proposals tailored to each customer in real-time using the integration?

Absolutely! You can leverage GleanQuote CPQ's real-time pricing and configuration capabilities within HubSpot to deliver accurate quotes and proposals tailored to each customer's needs and preferences.

How does the integration help in tracking quote delivery and follow-up actions?

By automatically updating corresponding deal status and communication logs in HubSpot when quotes are sent or accepted in GleanQuote CPQ, the integration enables tracking of quote delivery and follow-up actions for better sales management.

Can I analyze reasons for quote rejection and strategize next steps using the integration?

Yes, you can automatically update corresponding deal status and follow-up tasks in HubSpot when quotes are rejected in GleanQuote CPQ, facilitating analysis of reasons for rejection and strategizing next steps to salvage deals.

Does the integration support coordination of quote revisions and timely response to customer requests?

Absolutely! The integration enables automatic creation of tasks or activities in HubSpot when quote revisions are requested in GleanQuote CPQ, ensuring coordination of revisions and timely response to customer requests.

Can I prevent deal abandonment and re-engage customers with expired quotes using the integration?

Yes, you can automatically update corresponding deal status and follow-up actions in HubSpot when quotes expire in GleanQuote CPQ, facilitating re-engagement with customers and preventing deal abandonment.

How does the HubSpot GleanQuote CPQ Integration contribute to overall sales effectiveness?

By streamlining the quoting process, fostering collaboration between sales teams, and delivering accurate quotes tailored to each customer, the integration contributes to overall sales effectiveness by accelerating deal closure and increasing win rates.

Is the integration easy to set up and customize according to specific business needs?

Yes, the integration is designed to be user-friendly and customizable, allowing businesses to tailor synchronization parameters, automation rules, and quote templates according to their unique requirements and preferences.

What kind of insights can I expect to gain from using the HubSpot GleanQuote CPQ Integration?

By using the integration, you can gain insights into quote delivery, acceptance rates, deal progression, and revenue generation, enabling data-driven decisions and optimization strategies to drive better results for your sales efforts.
By integrating GleanQuote CPQ with HubSpot, you can streamline the quoting process, automate quote generation, and improve sales efficiency by eliminating manual tasks and ensuring quote accuracy.
Yes, you can utilize GleanQuote CPQ alongside HubSpot data to foster collaboration between sales teams, improve quote accuracy, and accelerate deal closure by providing real-time pricing and configuration capabilities.
Absolutely! You can leverage GleanQuote CPQ's real-time pricing and configuration capabilities within HubSpot to deliver accurate quotes and proposals tailored to each customer's needs and preferences.
By automatically updating corresponding deal status and communication logs in HubSpot when quotes are sent or accepted in GleanQuote CPQ, the integration enables tracking of quote delivery and follow-up actions for better sales management.
Yes, you can automatically update corresponding deal status and follow-up tasks in HubSpot when quotes are rejected in GleanQuote CPQ, facilitating analysis of reasons for rejection and strategizing next steps to salvage deals.
Absolutely! The integration enables automatic creation of tasks or activities in HubSpot when quote revisions are requested in GleanQuote CPQ, ensuring coordination of revisions and timely response to customer requests.
Yes, you can automatically update corresponding deal status and follow-up actions in HubSpot when quotes expire in GleanQuote CPQ, facilitating re-engagement with customers and preventing deal abandonment.
By streamlining the quoting process, fostering collaboration between sales teams, and delivering accurate quotes tailored to each customer, the integration contributes to overall sales effectiveness by accelerating deal closure and increasing win rates.
Yes, the integration is designed to be user-friendly and customizable, allowing businesses to tailor synchronization parameters, automation rules, and quote templates according to their unique requirements and preferences.
By using the integration, you can gain insights into quote delivery, acceptance rates, deal progression, and revenue generation, enabling data-driven decisions and optimization strategies to drive better results for your sales efforts.

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