HubSpot and Octiv Integration

[uncledoodah]

We use Octiv to create and deliver sales documents. They have a wonderful Salesforce CRM integration. I would love to integrate it with my HubSpot CRM

octiv.com

[roisinkirby]

Hi @uncledoodah currently neither HubSpot nor Octiv provides such an integration. Could you share some further detail r.e. how you would like to use theset wo platforms together?

[uncledoodah]

It would likely look very similar to your PandaDoc integration.

And here is what Octiv's integration with Salesforce looks like.

Essentially, I have information in HubSpot that is often re-entered when drafting a document in Octiv, such as:

• Contact Name
• Company Name
• Deal Close Date
• Product/Pricing Information

I would love to simply click a button when on a Deal record to "create a document" that is pre-populated with relevant information from HubSpot.

[roisinkirby · Accepted solution]

Hey @uncledoodah thanks for following up! This would have to be acheived using HubSpot's APIs, I'd reccommend posting here to our developer community to see if anyone has built something similar as a custom solution.