topic Re: Hubspot in Sales Integrations

Hubspot & ERP Integration

CarlosFdez — Thu, 21 Dec 2023 18:17:28 GMT

In order to make the sales process more fluid between our Hubspot CRM and our ERP (Oracle) and vice versa, I ask if there is connectivity so that the quote generated in PDF from the ERP appears in the Sales Pipiline as a Deal, This would be a great help to make better use of the salespeople time on the street.!!

Re: Hubspot & ERP Integration

tverdokhlib1 — Thu, 21 Dec 2023 19:14:59 GMT

@CarlosFdez Is there any field with a number (the Quote total) or does it exist only in PDF? I assume, you can see the number in Oracle?

If there is a number, then you can send it with the help of API to the appropriate Deal property.

After that, it's possible to create a Workflow triggered by this Property "is known" - create a Deal record.

Re: Hubspot

CarlosFdez — Fri, 22 Dec 2023 00:30:10 GMT

Thanks for your commnets, as far as I know there is a number of quote that Oracle generate , I will touch base with IT and Back to your recomendation
Thanks