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HubSpot Integration

The quote system automatically creates contacts in HubSpot CRM when quotes are submitted.

How It Works​

  1. User submits quote form
  2. Data is validated
  3. Contact is created/updated in HubSpot
  4. Custom properties are set
  5. Contact is associated with quote data

Configuration​

Set these environment variables:

HUBSPOT_PORTAL_ID=your-portal-id
HUBSPOT_FORM_ID=your-form-id
HUBSPOT_ACCESS_TOKEN=your-access-token

Custom Properties​

The following custom properties are set:

  • quote_project_type - Selected project type
  • quote_features - Selected features
  • quote_complexity - Complexity level
  • quote_timeline - Delivery timeline
  • quote_estimate_min - Minimum estimate
  • quote_estimate_max - Maximum estimate
  • quote_currency - Currency code
  • quote_country - User's country

Contact Matching​

The system attempts to match existing contacts by email address. If a contact exists, it's updated; otherwise, a new contact is created.

Next Steps​