Flex Rental Solutions Integration?

Smart CRM & Sales Hub Sales Email
1

Hello!

I am quite new to HubSpot, but fairly familiar with CRMs.

The company I work with currently utilizes Flex Rental Solutions for inventory management as well as sending quotes to clients. I noticed that there is a way to include quotes in emails through HubSpot. Is there any integration with Flex to get our quotes in emails seamlessly? Otherwise, I assume that uploading the attachment would suffice and we don’t plan on using HubSpot for quoting or invoicing since Flex does that for us now.

Any input helps! Thanks!

2

Any integerations with Hubspot would be found in the marketplace ( HubSpot Marketplace ) . It doesn’t appear that there are any at the moment. I also checked Zapier/Make which often have connections where there are not native integrations and there does not appear to be any. You could also check with Flex Rental as many integrations are developed by 3rd parties and it looks like they use Hubspot themselves so there is always a slight possibility. Otherwise what you are left with are building out custom API connectors between Flex Rental and Hubspot which may not be worth the effort based on your setup/tech stack.

3

Hi there!
I am currently working for a company who is also using Flex Rental Solution, but since there is no pre-built option I am currently developing a private app to get the job done. It is doable connection, but it does require a developer.

4

Thanks for the info! Flex Rental Solutions quoting system is solid and yes, attaching the quote manually in HubSpot emails works fine. By the way, if you’re ever managing client transport or events in the U.S.

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5

The short answer is:

You are correct that there is no native integration between HubSpot and Flex Rental Solutions to seamlessly pull quote PDFs or links into HubSpot emails, nor does Zapier offer a pre-built connector for that specific action, meaning the manual attachment is the immediate solution.

However, since Flex Rental Solutions does have a REST API and HubSpot has a robust API, the best long-term solution is to build a custom application, or “Private App,” to automate this.

This custom connector would automatically monitor Flex for new quotes, download the quote data or PDF link, and push it directly into the relevant HubSpot Deal record, which can then be used in an email template via a personalization token, making the process seamless :white_check_mark:

The long answer is:

The reason you don’t see a seamless integration is that Flex Rental Solutions is niche inventory management software, and while HubSpot integrates with thousands of systems, deep operational integrations like this usually require custom work, as noted by another user in the thread.

The good news is that the core components for a world-class solution are readily available :fire:

Since Flex Rental Solutions offers a REST API (called the Flex5 API), and HubSpot offers the HubSpot API (specifically the CRM Objects and Files APIs), you can build a stable, customized data pipeline.

This pipeline would typically run on a secure, external platform like Google Cloud Platform or a simplified container platform like Stape that acts as a middleware server.

Here’s how the superior solution works: the custom app continuously pings the Flex Rental Solutions API to check for newly created or updated quotes.

When a new quote is detected, the app retrieves the data, including the link to the generated quote PDF.

It then uses the HubSpot API to locate the corresponding Deal or Contact record.

Finally, the app pushes the quote’s URL into a custom property on the HubSpot Deal object.

This process is far better than simply attaching a PDF manually because it enables automation: you can now use a HubSpot workflow to trigger an email to the client immediately after the quote is created in Flex, and the email can use a personalization token to include the direct, current quote URL, eliminating manual file management and ensuring data accuracy across both systems :tada:

This API-driven approach ensures high data integrity, scales with your business, and provides the best possible customer experience.

This comment was generated with the assistance of an AI tool, incorporating my expertise in integrations :slightly_smiling_face:

6

@BrittanyAVP did you end up having this built? I have the same need and would be happy to buy your integration code.

7

We did not, sorry! We had gotten newsletters from Flex stating that they’d have some beta testing open for another app, so we decided to sit back and wait until more news comes out. And looks like it has because we’ve also been told HubSpot would be rolling out a CRM feature. So thanks for sharing those links!

8

That said, depending on what you need, Flex is moving into open beta a HubSpot CRM integration this month.