Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Quote Created

Triggered when a new quote is created in Mobileforce CPQ, initiating actions in HubSpot such as updating deal records, logging quote details, or assigning follow-up tasks to sales representatives for further action and negotiation.
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Quote Sent

Activated upon the sending of a quote from Mobileforce CPQ to a prospect, triggering actions in HubSpot such as logging quote activities, updating contact records, or triggering automated workflows to track prospect engagements and responses.
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Quote Viewed

Fires when a quote is viewed by a prospect or customer in Mobileforce CPQ, prompting actions in HubSpot such as recording quote views, tracking engagement metrics, or sending follow-up communications to gauge interest and address inquiries.
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Quote Accepted

Triggered when a quote is accepted or approved by a prospect or customer in Mobileforce CPQ, initiating actions in HubSpot such as updating deal stages, generating sales orders, or sending confirmation emails with next steps and instructions.
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Quote Rejected

Activated upon the rejection or non-acceptance of a quote by a prospect or customer in Mobileforce CPQ, triggering actions in HubSpot such as updating deal statuses, flagging quotes for review, or initiating follow-up communications to address objections and renegotiate terms.
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Quote Revised

Fires when a quote is revised or modified in Mobileforce CPQ, prompting actions in HubSpot such as updating quote records, notifying stakeholders of changes, or adjusting follow-up strategies to reflect the revised pricing or terms.
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Expiration Reminder Sent

Triggered when a reminder notification is sent for expiring quotes in Mobileforce CPQ, initiating actions in HubSpot such as updating deal timelines, sending renewal offers, or scheduling follow-up communications to encourage decision-making and prevent deal abandonment.
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Quote Follow-Up Requested

Activated upon prospect request for additional information or follow-up actions related to a quote in Mobileforce CPQ, triggering actions in HubSpot such as creating follow-up tasks, logging prospect inquiries, or scheduling follow-up meetings to address concerns and provide assistance
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Discount Approval Requested

Fires when a discount approval request is submitted for a quote in Mobileforce CPQ, prompting actions in HubSpot such as notifying approvers, tracking approval statuses, or updating quote records with approved discount rates for accurate pricing and revenue forecasting.

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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.

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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.

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"I would absolutely hire them again!”


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“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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Mobileforce CPQ + HubSpot

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Streamlined Quote-to-Cash Process

Integrate Mobileforce CPQ with HubSpot to streamline the quote-to-cash process. By syncing customer data, product configurations, and pricing information, businesses can generate accurate quotes, expedite approvals, and accelerate deal closure, all within the HubSpot ecosystem.

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Automated Quote Generation and Approval

Automate the generation and approval of quotes using Mobileforce CPQ within HubSpot. With customizable templates and approval workflows, sales teams can create professional quotes, collaborate with stakeholders, and track quote status updates in real-time, enhancing efficiency and responsiveness.

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Unified Sales and Marketing Insights

Gain unified insights into sales and marketing performance by integrating Mobileforce CPQ data with HubSpot analytics. By correlating quote metrics with marketing campaigns and lead data, businesses can optimize sales strategies, measure ROI, and drive revenue growth effectively.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Mobileforce CPQ Integration streamline the quote-to-cash process?

The integration streamlines the quote-to-cash process by syncing customer data, product configurations, and pricing information between Mobileforce CPQ and HubSpot, enabling sales teams to generate accurate quotes, expedite approvals, and accelerate deal closure seamlessly.

Can businesses automate quote generation and approval workflows using the integration?

Yes, businesses can automate quote generation and approval workflows using Mobileforce CPQ within HubSpot. With customizable templates and approval processes, sales teams can create professional quotes, collaborate with stakeholders, and track quote status updates in real-time for enhanced efficiency and responsiveness.

How does the integration provide unified insights into sales and marketing performance?

The integration provides unified insights into sales and marketing performance by correlating quote metrics from Mobileforce CPQ with marketing campaigns and lead data in HubSpot analytics. This enables businesses to optimize sales strategies, measure ROI, and drive revenue growth effectively by aligning sales and marketing efforts.

What quote-related events can trigger actions within HubSpot through the integration?

Quote-related events such as new quote creation, quote sending/viewing, approval/decline, revision, expiration reminder, follow-up scheduling, metric updates, and deal closure can trigger actions within HubSpot through the integration for seamless quote management and deal acceleration.

Can businesses personalize quote interactions and follow-ups with prospects and customers?

Yes, businesses can personalize quote interactions and follow-ups with prospects and customers by leveraging synced data between Mobileforce CPQ and HubSpot to tailor communications, track engagement, and deliver timely and relevant information throughout the quote-to-cash process.

Is the integration customizable to support different quote workflows and approval processes?

Yes, the integration is customizable to support different quote workflows and approval processes, offering flexibility in template design, approval routing, and notification settings to accommodate unique business requirements and optimize quote management efficiency and effectiveness.

How can businesses track quote performance and optimize sales strategies using the integration?

Businesses can track quote performance and optimize sales strategies using the integration by analyzing quote metrics, conversion rates, and revenue forecasts within HubSpot analytics. This allows for data-driven decision-making, sales forecasting, and pipeline management for continuous improvement and growth.

Can businesses integrate Mobileforce CPQ with other sales and marketing tools within HubSpot?

Yes, businesses can integrate Mobileforce CPQ with other sales and marketing tools within HubSpot to create a unified platform for end-to-end sales and marketing automation, data management, and reporting, driving efficiency, collaboration, and growth across the organization.

Can businesses track quote performance and effectiveness across different sales channels and segments?

Yes, businesses can track quote performance and effectiveness across different sales channels and segments using the integration's real-time insights and analytics capabilities within HubSpot, allowing for granular visibility into quoting metrics, trends, and outcomes to optimize pricing strategies, discounting policies, and sales engagement tactics for maximum ROI and profitability.

How does the integration facilitate collaboration and communication between sales teams and prospects during the quoting process?

The integration facilitates collaboration and communication between sales teams and prospects during the quoting process by centralizing quote management within HubSpot, enabling seamless coordination, information sharing, and engagement tracking to ensure timely follow-up, address objections, and negotiate terms for successful deal closures.
The integration streamlines the quote-to-cash process by syncing customer data, product configurations, and pricing information between Mobileforce CPQ and HubSpot, enabling sales teams to generate accurate quotes, expedite approvals, and accelerate deal closure seamlessly.
Yes, businesses can automate quote generation and approval workflows using Mobileforce CPQ within HubSpot. With customizable templates and approval processes, sales teams can create professional quotes, collaborate with stakeholders, and track quote status updates in real-time for enhanced efficiency and responsiveness.
The integration provides unified insights into sales and marketing performance by correlating quote metrics from Mobileforce CPQ with marketing campaigns and lead data in HubSpot analytics. This enables businesses to optimize sales strategies, measure ROI, and drive revenue growth effectively by aligning sales and marketing efforts.
Quote-related events such as new quote creation, quote sending/viewing, approval/decline, revision, expiration reminder, follow-up scheduling, metric updates, and deal closure can trigger actions within HubSpot through the integration for seamless quote management and deal acceleration.
Yes, businesses can personalize quote interactions and follow-ups with prospects and customers by leveraging synced data between Mobileforce CPQ and HubSpot to tailor communications, track engagement, and deliver timely and relevant information throughout the quote-to-cash process.
Yes, the integration is customizable to support different quote workflows and approval processes, offering flexibility in template design, approval routing, and notification settings to accommodate unique business requirements and optimize quote management efficiency and effectiveness.
Businesses can track quote performance and optimize sales strategies using the integration by analyzing quote metrics, conversion rates, and revenue forecasts within HubSpot analytics. This allows for data-driven decision-making, sales forecasting, and pipeline management for continuous improvement and growth.
Yes, businesses can integrate Mobileforce CPQ with other sales and marketing tools within HubSpot to create a unified platform for end-to-end sales and marketing automation, data management, and reporting, driving efficiency, collaboration, and growth across the organization.
Yes, businesses can track quote performance and effectiveness across different sales channels and segments using the integration's real-time insights and analytics capabilities within HubSpot, allowing for granular visibility into quoting metrics, trends, and outcomes to optimize pricing strategies, discounting policies, and sales engagement tactics for maximum ROI and profitability.
The integration facilitates collaboration and communication between sales teams and prospects during the quoting process by centralizing quote management within HubSpot, enabling seamless coordination, information sharing, and engagement tracking to ensure timely follow-up, address objections, and negotiate terms for successful deal closures.

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