Hubspot CRM and Webmerge Integration

New Contributor

Hi people!

 

It's my fisrt time that I use the community and I hope someone else can help me. I'll need to use WebMerge tool integration with Hubspot CRM to generate my proposal and I woul like to know if some of you already used this integration.

 

I appreciate if you can give me some tips.

 

Thanks a lot.

 

best,

 

Maristella

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Community Manager

Hi @Maristella,

 

Welcome to the HubSpot Community and thank you for posting your question.

 

I myself don’t have experience with WebMerge but I will ping @bradmin and @Josh to see if they have used this integration in the past or know a user who used it. They’ve been helping a lot of Community members, so they might have some advice for you.

 

Thank you,

Natsumi

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Esteemed Advisor | Gold Partner | HubSpot Certified Trainer

Hi @Maristella,

 

Right now that integration isn't direct, but instead, it integrates with Zapier which sends the data from HS to WebMerge (Formstack Documents). 

 

Do you already have a template that you are using or that you're looking to populate?

 

One tip that I can share is to use dropdowns, multi-select vs open text fields, especially if you're doing high volume quoting. You can fix the file before it goes out, but using free text leaves a lot of room for error.

 

I hope that helps!

 

Josh

 

Thanks for the ping @natsumimori




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Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

New Contributor

Hi Josh

 

Thank you for your tips. I really apreciate.

I know that I need to use Zapier. I'm trying to understanding how it works to test.

 

I already have a template because I already use Webmerge but with Pipedrive CRM, we are implementing Hubspot CRM and because of that I need to use Web Merge.

 

My difficulte is because I don't know the steps to test the integration. Smiley Sad

 

I'm looking for materials to help me.

 

Thanks a lot.

 

 

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