Integrations / CRM & Sales / HubSpot Integration
Integrate ScopeStack's CPQ with your HubSpot
Combine HubSpot's powerful CRM with ScopeStack's specialized CPQ software to streamline every stage of your sales cycle—no more wasted time on manual tasks or data discrepancies.
Does ScopeStack integrate with HubSpot? Yes. ScopeStack connects natively with HubSpot: it pulls deal details into ScopeStack for scoping, then pushes the finalized quote and scope details back to HubSpot.
Sheet 01 / What syncs
HubSpot
- Deal detailsInto ScopeStack
- Finalized quote and scope detailsInto HubSpot
Sheet 02 / How it works
Unify HubSpot sales and CPQ scoping
- 01
Auto-sync deals
With just a few clicks, you can effortlessly pull your HubSpot deal details into ScopeStack. By uniting your CRM and scoping software, you ensure real-time visibility into each project's pricing, requirements, and status so your entire team works with the same up-to-date information.
- 02
Accelerate quoting for MSPs and IT professionals
Stop juggling multiple systems or relying on basic quoting tools that lack depth. Instead, generate complex, professional services quotes that account for every detail. Now, you can close synced deals faster and win client trust with thorough project estimates.
- 03
Eliminate duplicate data entry
Focus on selling and scoping instead of retyping fields from one platform to another. The ScopeStack ↔ HubSpot integration automatically syncs revenue and costing information to keep both systems current. That means fewer errors, better data integrity, and happier customers.
Sheet 03
Choose a flexible yet detailed CPQ
ScopeStack's CPQ software captures every nuance of your IT services pricing, ensuring no deliverables or assumptions go missing from the statement of work. You can present a bespoke, polished, and accurate quote in as little as 15 minutes.
Show off both your efficiency and precision during negotiations and watch as your prospects move from early conversations to signed deals in record time.
- Complete IT services pricing
- 15-minute quote generation
- Polished, professional output
- Faster deal closure
Sheet 04
Cut down on administrative tasks to focus on high-impact work
ScopeStack's advanced CPQ features let you rapidly build project estimates that factor in custom configurations, resource needs, and real-world implementation details.
Once approved, your finalized quote and scope details sync back into HubSpot. With all your project information connected and centralized, you'll have more time to guide prospective clients through solutions that fit their exact needs, closing bigger deals.
Custom configurations
Tailored to specific client needs
Resource planning
Accurate team and time allocation
Implementation details
Real-world execution factors
Sheet 05
Leverage powerful SOW templates to streamline projects
Build your service catalog once in ScopeStack CPQ, then reuse it on every scope. Easily customize each scope to address each client's unique needs—be it a cloud migration, security implementation, or network overhaul.
Sit back and relax while finalizing the SOW because ScopeStack's HubSpot integration captures every change and new detail in real time.
The result? Faster, more accurate quoting and a superior customer experience from the first pitch.
Sheet 06 / Questions
HubSpot integration questions
What syncs between ScopeStack and HubSpot?
Deal details come into ScopeStack. The finalized quote and scope details go back to HubSpot.
Which way does the data flow?
Both ways. ScopeStack pulls deal details in for scoping, then pushes the finalized quote and scope details back to HubSpot.
Is the HubSpot integration native?
Yes. ScopeStack connects natively with HubSpot.
Sheet 07
Build your next scope to scale
Ready to transform your HubSpot sales process?
Connect HubSpot and ScopeStack today to streamline from lead to signed contract
Sit down with a scoping expert and walk through a live SOW built around your own data.