Attach QuoteValet Customer Acceptance.pdf to Hubspot
Steve Siggs
started a topic
7 days ago
Our customer, Croft Communications Ltd (CroftMSP002) is currently evaluating QuoteWerks, RTM, Etilize and QuoteValet and using them all via QuoteWerks Web. If their trial proves successful, they will be looking to roll out to 20+ users.
A critical factor in the success of the evaluation is the integration with Hubspot. They are happy with the standard integration and the additional data transfers we have set up for them using the DataLink functionality, but what they are missing and what they deem as critical to complete the integration and the transfer of data between QuoteWerks and Hubspot is saving the Customer Acceptance confirmation from QuoteValet into the Attachments area of the Hubspot Deal. This is the 'AcceptedSigned'.pdf attachment that gets emailed to the QuoteWerks user from DoNotReply@QuoteValet.com after the customer accepts the quote on QuoteValet (please see example in my attached Word doc).
Could this functionality please be extended to Hubspot as I believe it is already possible in AutoTask and/or ConnectWise?
If you have any queries or need any further information, please let me know. Thank you in advance. Kind Regards, Vivienne Watts, Hilltops IT & ConnectIt Software
Steve Siggs
Our customer, Croft Communications Ltd (CroftMSP002) is currently evaluating QuoteWerks, RTM, Etilize and QuoteValet and using them all via QuoteWerks Web. If their trial proves successful, they will be looking to roll out to 20+ users.
A critical factor in the success of the evaluation is the integration with Hubspot. They are happy with the standard integration and the additional data transfers we have set up for them using the DataLink functionality, but what they are missing and what they deem as critical to complete the integration and the transfer of data between QuoteWerks and Hubspot is saving the Customer Acceptance confirmation from QuoteValet into the Attachments area of the Hubspot Deal. This is the 'AcceptedSigned'.pdf attachment that gets emailed to the QuoteWerks user from DoNotReply@QuoteValet.com after the customer accepts the quote on QuoteValet (please see example in my attached Word doc).
Could this functionality please be extended to Hubspot as I believe it is already possible in AutoTask and/or ConnectWise?
If you have any queries or need any further information, please let me know. Thank you in advance. Kind Regards, Vivienne Watts, Hilltops IT & ConnectIt Software