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KimAEInc
June 26, 2021
Question

Quote/Sales Order API between HubSpot CRM and QBE Desktop? - Recommendations

  • June 26, 2021
  • 1 reply
  • 0 views

Does anyone currently upload Quotes or Sales Order data using API's from a CRM? 

We have Enterprise Desktop. Would love to know what tool you're using as well as lessons learned.

 

Thanks in Advance!!!

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
June 27, 2021

You may need a 3rd party connector from QB Desktop and HubSpot CRM. They will offer these features

 

Syncing data from QB Desktop to HubSpot CRM:

Create New Contact in HubSpot CRM
Create a New Company in HubSpot CRM
Create New Deal in HubSpot CRM
Create Products in HubSpot CRM
Add Products into the Deal in HubSpot CRM
Update Contact in HubSpot CRM
Update Company in HubSpot CRM
Update Deal in HubSpot CRM
Attach Contact and Company in Deal in HubSpot CRM

 

Syncing data from HubSpot CRM to QB Desktop:

When a new Company is created in HubSpot CRM then a Customer is created in QB Desktop.
When a new Contact is created in HubSpot CRM then a Customer is created in QB Desktop.
When a new Deal is created or reaches a defined stage in HubSpot CRM then a Sales Order or Sales Invoice is created in QB Desktop.
When a new Product is created in HubSpot CRM then a Product is created in QB Desktop.

 

The above transactions are commonly requested, however you can choose what you want sync’d above and beyond the list above. You can perform your own custom mappings as needed.

 

Send your business email address in a private message to us. We will introduce you directly to the app developer.

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