First off, I’m new to HubSpot so I hope I’m using the right terminology.
Quick back-story. I am creating an application and one of the features allows a visitor to request a quotation based on a collection of products they have chosen. I could just send that to sales by email… but I want to drop that enquiry in to HubSpot using the API.
I’ve looked at the developer docs, they are comprehensive but I still have questions.
My plan is to create a new quotation in draft status so someone in sales can pick it up within HubSpot, add pricing and take it from there. Is this the “HubSpot way”? I’ve seen documenation for “Leads” but it looks like that is deprecated now.
Quotations require a lot of associated data. I can search for a contact by email, associate if it exists and create a new contact if not. Line items seems simple enough to create and associate. A deal seems to be a sum of the line items. I haven’t found documentation on the required template association, are those in the API docs / created visually / something else?
Any help on doing this the right way would be appreciated. I know it’s loose with multiple questions.
First off, I’m new to HubSpot so I hope I’m using the right terminology.
Quick back-story. I am creating an application and one of the features allows a visitor to request a quotation based on a collection of products they have chosen. I could just send that to sales by email… but I want to drop that enquiry in to HubSpot using the API.
I’ve looked at the developer docs, they are comprehensive but I still have questions.
My plan is to create a new quotation in draft status so someone in sales can pick it up within HubSpot, add pricing and take it from there. Is this the “HubSpot way”? I’ve seen documenation for “Leads” but it looks like that is deprecated now.
Quotations require a lot of associated data. I can search for a contact by email, associate if it exists and create a new contact if not. Line items seems simple enough to create and associate. A deal seems to be a sum of the line items. I haven’t found documentation on the required template association, are those in the API docs / created visually / something else?
Any help on doing this the right way would be appreciated. I know it’s loose with multiple questions.
Check if the contact already exists in HubSpot by searching for it using their email. If the contact does not exist, create a new contact with the necessary details. Next, create line items for the products the visitor has chosen. These line items will later be associated with a deal. After creating the line items, create a deal that represents the quotation request. The deal should sum up the values of the line items. Finally, generate a quote associated with the deal, setting its status to draft so that a sales representative can review, add pricing, and manage it within HubSpot. This process ensures that the quotation request is properly tracked and managed within the HubSpot ecosystem, aligning with HubSpot’s way of handling such workflows.