Connect RFQ form data to Hubspot
In HubSpot:
Step 1: Get Hubspot Portal Id
Please follow this link to know more.
Step 2: Find or Generate Your Access Token
Please follow this link to know more
Note:
Make sure at least the scopes below is enabled in Hubspot: forms, crm.objects.contacts.write, crm.schemas.contacts.write
In SA Request a Quote,Hide Price app:
Step 3: Add the Hubspot Portal Id and Private App Access Token to the app
Please make sure the list is created in Hubspot first. Learn more
1. Open the app > Quote settings > Integrations > Hubspot
2. Click Edit setting > Turn on the toggle Enable
3. Enter Hubspot Portal Id andHubspot Private App Access Token > paste the ID you find in step 1 and step 2
4. Select a list from Hubspot to connect
5. Select the value of the Globo form (on the right) to connect it to the fields in Hubspot (on the left)
6. Click Save to update the changes
If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address support@samita.io
We are always willing to help with all sincerity!