The Interactive Quotes™ platform complements CRM (Customer Relationship Management) software well, leveraging its specific process from quote to order.

Synchronizing contact data and sales opportunities between the Centralio platform and CRM software saves valuable time and reduces the risk of errors associated with repetitive manual entries. In this dynamic, Centralio integrates with HubSpot, a market leader in CRM systems. HubSpot Sales Hub® is a platform that offers multiple applications to accelerate business growth and focus on their clients.

Beyond Interactive Quotes™, Centralio offers specialized complementary modules that enhance the HubSpot solution:

  • Assisted configuration
  • Product and service catalog
  • Rules and option compatibilities
  • Price list and profit margin management
  • Web portal for external partners

Seamless integration between Centralio and HubSpot

From the initial deployment phase, or at any time according to your needs, our team of experts guides you in establishing the connection between the systems. We will assist you in obtaining the necessary IDs and will take care of the technical aspects.

We will then proceed with the integration and synchronization of the main datasets:

  • Companies
  • Contacts
  • Opportunities

Integration Features

Simplified to the utmost, HubSpot serves as the main source for managing contacts and deals. At the quoting stage, or when making a proposal, the user opens their opportunity and easily creates a submission from the Centralio card (CRM Card) integrated directly into the HubSpot interface.

Centralio’s information will then be displayed directly in HubSpot, allowing for the automatic update of statuses and stages in the pipeline as soon as a proposal is sent, accepted, or rejected.

Standard features of this integration include:

  • Automated creation of companies, contacts, and opportunities
  • Bidirectional data synchronization (companies, contacts, opportunities)
  • Updating opportunities based on status and stage in the sales pipeline
  • Automation of the submission-to-order process
  • Connection of systems via secure APIs

A Better-Equipped Team, A High-Performing Organization, More Satisfied Customers

Propel your team with the combination of Centralio and HubSpot to transform the sales and purchasing experience for your clients, your team, and your organization.

Benefit from a rapid integration requiring minimal involvement from your team, thanks to our technology and expert support.

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