Importing information and pictures to hubspotSOLVE
Sep 13, 2017 7:27 PM
I want to use a "quoting tool" to capture pictures and technical information and have it imported in to hubspot easily, either a 3rd party app or ideally a template created inside hubspot, can anyone help?
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Sep 15, 2017 3:16 PM
If your portal has access to the Hubspot API then there may be a custom solution avaiable that could be centered around Hubspot.
You would first want to create all of the appropriate contact properties for what you are trying wanting to do. You can use a files field for the images, or maybe there is a better option. The API allows you to work hubspot from a third party source so almost anything you would need to do can be done through the API.
When going out to take pictures for your customers you would use the API to either find or add a new contact, take the pictures and upload them as part of the contact information, add notes about the contact, etc.
The trick, and this could actually turn out to be a pretty cool product/integration, is that you need a third party platform to run this. Basically your own mobile app. You, or whoever goes out to do the assessment, would open the app on thier mobile device, and could then add or update contacts and contact info to Hubspot.
The app development should be pretty simple because the functions would be simple. The API would do most of the work. The API is pretty easy to use itself too. I would image it would cost you between $1500 and $5000 total for a minimally viable version that you would then own. The cool thing is that this has some serious potential so you could definitely look at this as an investment if you care to get into the SaaS game.
As far as prebuilt options, I don't know any especially that hook into Hubspot. You can search for hubspot integrations and look through Hubspots list of available integrations for a solution. Outside of Hubspot there are tons of softwares for contractor and construction bidding and estimating. Sage is one that keep popping up.