New Feature: HubSpot Deal Lookup
We’ve heard from many of our Partners using HubSpot with Quoter that the Deal exists in HubSpot prior to the Quote being created in Quoter.
We’re happy to announce that our Person Search feature will now search HubSpot for existing opportunities associated with the selected contact:
If there aren’t any existing HubSpot Deals, a new one will be created as usual. If you have any questions or have feedback, please feel free to reach out to us or visit our knowledge base.