Sales
- Product configuration
- Quotes
- Deal tracking
Customer Success
- Access to previous quotes & contracts
- Support tickets to monitor customer satisfaction
- Automating renewal reminders
Marketing
- Enhanced list segmentation & personalization
- Utilization of real-time sales data to trigger workflow automation
API Recommendations
OAuth 2.0
Customer value
OAuth allows secure authorization from the customer to share their information with the integration. This improves security and user experience as the customer does not have to manage multiple sets of login information for each integration they use.
UI Extensions
Customer value
Allows the sales and service teams to have insight into how customer projects are going. Reps can interact with third party tools all without leaving the HubSpot UI saving time and context switching.
Use cases
- Pull project status into the CRM card so the sales and service teams can get a 360° view on tasks and projects inside HubSpot.
- This eliminates the need for sales teams to have manual updates from Project Management teams.
- Create / update tasks and projects directly from inside HubSpot.
- Project Managers can see important project info from deal closing.
- Prepare for a meeting equipped with relevant previous project or recent project status.
Custom Workflow Actions
Customer value
Custom Workflow Actions will allow customers to automate processes between their Flywheel teams: Marketing, Sales, and Customer Service.
➜ Recommended to be used on the Deal, Contact, Company, or Ticket object
Timeline Events
Customer value
Enrich customer profiles by capturing and displaying all actions and interactions within a single, chronological view. This feature enhances understanding of customer behavior and journey, enabling businesses to tailor their strategies and communications more effectively. By leveraging detailed insights from timeline events, companies can anticipate needs, personalize outreach, and build deeper, more meaningful relationships with their customers.
➜ Recommended to be used on the Company & Deal objects
Important Components for Consideration
Line Items
When creating a set of quotes for sales reps to send to potential buyers, you can use this API to create standalone line items per quote, as well as line items that are attached to existing products.
Products
You can use the products endpoints to populate your product library in HubSpot.
Quotes
You need to create a contract proposal for a customer who is interested in purchasing one of your annual SEO auditing service packages.
Deals
This object represents transactions with Contacts & Companies through the entire sales process until they’re marked as won or lost by reps.Commonly Used APIs
We have found that CPQ Apps also:
CRM Properties
Create, read, update, and delete CRM object properties.
Engagements
Use the Engagements API to add engagements to an object's timeline such as notes and tasks.
Associations
Associations represent relationships between objects & activities. To create, retrieve, update, or delete, use the Associations API.
User Provisioning
To create & manage users & their permissions in HubSpot account, use User Provisioning API.
Batch endpoints
Use the batch endpoints where possible for efficiency and scalability.
Quality Recommendations
Why get certified?
- Represent a larger percentage of overall Marketplace active installs
- Exhibit higher listing page → app install conversion rates
- Have better app install → app usage conversion rates
- Show improved API call success rates
Free Developer Portal
Test your app with all HubSpot products to ensure your users will have a good experience.
Changelog
The latest updates in HubSpot development, from new features, betas to advanced notice of breaking changes.
Interactive API Documentation
API endpoint documentation with ready-to-use code examples, the ability to try the API right from the docs, as well as links to our Postman collection.
HubSpot developer community Forums
Converse with peers in the HubSpot developer forums.
HubSpot Developer Community Slack
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Client Libraries
Node.js, Python, Ruby, or PHP? We have client libraries to make it easy to build your app.
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