Automatic Playbook Selection from CRM - DealHub

DealHub now supports receiving a playbook name directly from your CRM at the moment a quote is created.

This allows automatic playbook selection based on CRM opportunity data, ensuring the right playbook is applied to each quote without any manual setup.

Why it matters

Automatically applies the correct playbook to every quote
Eliminates manual playbook selection
Reduces errors and improves consistency
Streamlines quote creation workflows

To set it, navigate to: Version Settings --> Advanced Settings --> CRM Settings

*This feature is available upon request. For setup guidance, configuration best practices, and help getting started. Please contact your Customer Success Manager or DealHub Support.