Guides

CRM Integration Overview

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DealHub's CRM Integration enables sales teams to create and manage sophisticated quotes directly from their preferred CRM system. Whether you're generating new quotes, updating existing ones, or managing your entire quote lifecycle, DealHub seamlessly extends your CRM's capabilities with powerful Configure, Price, Quote (CPQ) features.

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What is CPQ?

Configure, Price, Quote (CPQ) software helps companies provide accurate pricing for complex product configurations. DealHub CPQ automates this process, ensuring consistency and reducing errors in your sales quotes.

What Can You Do With DealHub Integration?

DealHub enhances your CRM with powerful quoting capabilities:

  • Smart Quote Creation: Generate professional quotes directly from your CRM opportunity data
  • Dynamic Pricing Rules: Apply complex pricing strategies and discounts automatically
  • Product Configuration: Configure complex products and bundles with validation rules
  • Quote Management: Track, update, and manage quotes throughout their lifecycle
  • Custom Fields Support: Map your CRM-specific fields to maintain data consistency
  • Multi-Currency Support: Create quotes in different currencies with accurate pricing
  • Document Generation: Produce professional proposals and contracts automatically

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What is SFDC?

SFDC (Salesforce.com) is a popular CRM platform. While DealHub has native integration with Salesforce, this guide focuses on integrating other CRM systems through our API.

How the Integration Works

When a sales representative wants to create or manage a quote, the process flows smoothly between your CRM and DealHub:

  1. Your CRM system authenticates with DealHub using a secure, short-lived token
  2. DealHub processes the request and provides a unique URL for the quote interface
  3. The sales rep is seamlessly redirected to DealHub's quote configuration screen
  4. Any updates made in DealHub sync back to your CRM through our API
sequenceDiagram
    CRM ->> DealHub: Authenticate User
    DealHub -->> CRM: 200 OK (access_token)
    CRM ->> DealHub: Create/Open/View Quote
    DealHub -->> CRM: 300 Redirect with CPQ URL
    CRM ->> User: Redirect to DealHub

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Tip

The authentication token is valid for 60 seconds and is designed for one-time use, ensuring secure communications between systems.

Key Features in Detail

Seamless User Management

New users are automatically created in DealHub when they first authenticate through your CRM. There's no need for separate user management - DealHub handles this automatically, assigning appropriate sales roles to new users.

Custom Field Mapping

Your CRM's unique fields can be mapped directly to DealHub, supporting various data types:

  • Numbers for quantities and amounts
  • Text for descriptions and notes
  • Lists for single or multiple selections
  • Dates in UTC format (yyyy-mm-dd)

Smart Quote Generation

Quotes are automatically generated using your configured playbook and active CPQ version, ensuring consistency across your sales team.

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Warning

Make sure to configure your playbook and CPQ version before starting the integration. These settings determine how quotes are generated and what options are available to users.

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Tip

Start with the authentication guide to set up your initial connection, then move on to creating your first quote.

Important Notes

  • Administrators have access to all versions, while sales representatives can only work with active versions
  • The API is designed to work with a single playbook configuration
  • Custom fields must be pre-configured in CPQ - undefined fields are ignored without error
  • Field names are case-insensitive for flexibility
  • Administrator user creation must be handled through the CPQ interface

Ready to Get Started?

Explore these guides to implement specific features:

Updated 14 days ago