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8 comments

Date Votes
  • Official comment
    Drew Fivetranner

    Hi Magnus Foldager, Drew from the Product Team here!

    Thanks for submitting this feature request. Could you share a bit more about how you might use quote data in your analytics use case? Also, how were you previously tracking this data if not through your Fivetran Hubspot connector?

  • Magnus Foldager User

    Hey Drew

    I can't find a "reply to comment" button, but I hope this works.

    Use case:
    Right now we have no visibility of quotes, the amounts, the line items etc.
    We would like to be able to generate an overview of current quotes waiting for a signature, quotes that have been signed, etc., associate them with the line items, so we can see what products they've signed for, associate them with deals so we can confirm that we have signed quotes for contracted deals, read analytics on when renewal dates are due, associate them with deals.
    We're also interested in creating analytics on e.g. contract close %, close confidence, amount of quotes to signature, what products work better, which terms has the highest acceptance rate etc.

    I hope this is sufficient.

  • Magnus Foldager User

    Hey Drew

    Just wanted to follow up on this?

  • Florian Hendrickx User

    Would really need this as well and not that difficult there is just a /list query on the quotes api of hubspot

  • Magnus Foldager User

    Drew wanted to check in here again.. it's been a year in three days, and it seems like an obvious addition to the connector.

  • Drew Fivetranner

    Hi Magnus Foldager, I want to give you an update since we've been working on this.

    We're currently in the process of updating the connector to v3 of the CRM API. We previously could not support this due to most endpoints lacking history (updated at) support.

    On the QUOTES endpoint in particular, we would love to add this table (it would be a pretty easy inclusion), but for some reason Hubspot has limitations on authentication methods allowed to access the quotes endpoint. Our connector uses OAuth in following our best practices, but Hubspot does not support OAuth access to the Quotes endpoint.

    You can read more about this here: https://community.hubspot.com/t5/APIs-Integrations/Help-with-using-Feedback-CRM-API-and-Quotes-CRM-API/m-p/449104/highlight/true#M44411

  • Keigan Tulloch User

    Hey Drew hubspot has added beta support for OAuth access to the quotes endpoint, wondering if your teams will wait for the full release to implement this or if they will use the beta version a all

  • Drew Fivetranner

    Keigan Tulloch we are open to supporting it via a beta API, we most likely would just note that somewhere in case there are data issues.

    Following our upgrade to v3 for several endpoints (deal, etc.) we will look into this. I'll mark as planned once we hop on it.