Our new feature allows users of HubSpot CRM to streamline their proposal preparation process by retrieving important data directly from their CRM system.
With this feature, CPQ administrators can configure 'external' queries that retrieve data from HubSpot CRM. These queries can be triggered automatically by the system or manually by the seller, giving administrators control over how and when data is retrieved.
This new functionality enables users to easily access and incorporate important data from their CRM into their proposals, improving the efficiency and accuracy of the proposal generation process.
Feature: Version Settings - Advanced Settings - Manage External Objects(tab)