CPQ Software for HubSpot

With CanvasLogic CPQ for HubSpot, every product configuration, price quote, and customer action is captured in one place, empowering your team to build deeper relationships and deliver personalized experiences at scale.

Benefits of Integrating CPQ and HubSpot.

Unified platform and data

Sales reps can manage the entire deal within HubSpot CPQ, from initial lead through quote to close, without juggling multiple systems. All configurator data (contacts, pricing, configurations) flows into HubSpot automatically, improving data accuracy and saving time.

Customer-centric selling

Every configuration choice and preference is visible to your team, enabling truly personalized follow-ups. When the customer is at the center of every interaction, it’s easier to align your whole organization around their needs. The result is higher customer satisfaction and a more tailored sales approach.

Faster sales cycles

An integrated CPQ automates quote generation and ensures pricing accuracy, which means deals move faster from interest to close. With less manual work and instant access to quoting data, sales cycles shorten and win rates improve.

Integrations with HubSpot Solutions.

HubSpot CRM

When a customer fills out a CanvasLogic configurator form (e.g. requesting a quote or demo), a new contact is automatically created in HubSpot or an existing contact is updated with the latest info. This keeps your CRM records up-to-date without any manual import. Your leads from the configurator instantly become leads in the platform – a unified database for all prospects.

HubSpot Sales Hub

As customers interact with the 3D product configurator, their key actions are logged as timeline activities on their HubSpot contact record. For example, if a user configures a product and clicks “Save as PDF Quote,” the platform records an activity like “Saved Configurator PDF” with the date/time. Each activity even includes a link to the saved configuration. Your sales reps can find all these insights in one tab on the contact’s profile, giving them context on what the prospect has shown interest in – invaluable for shaping the next conversation.

HubSpot Marketing Hub

The integration doesn’t stop at sales – marketing benefits too. All those configurator activities and the data captured can feed into the platform’s marketing workflows. For instance, you could trigger a tailored email campaign or lead-nurturing sequence based on what a visitor configured. Because the CPQ and HubSpot are connected, your marketing team knows exactly which products or features a lead cares about, allowing for ultra-targeted content.

Integration Features.

Real-time sync

All data flows instantly from the CanvasLogic configurator into HubSpot. The moment a customer completes an action – be it submitting their contact info or customizing a product – that information shows up in the platform without delay. This real-time synchronization ensures your team is always working with the latest intel, and no lead ever falls through the cracks due to delays.

Timeline activity logging with deep links

Every significant action a user takes in the visual configurator is automatically recorded as a detailed activity on the platform timeline. Beyond just text logs, each activity comes with a direct link back to the user’s saved configuration or PDF quote. With one click, a sales rep can open the exact 3D configuration the customer created and see it in full detail – color, options, accessories, and all.

Workflow-ready triggers

Because the CPQ events live in HubSpot, you can harness the platform’s powerful workflow engine on them. For example, you can set up an automatic task or email notification to a rep when a prospect saves a configuration or requests a quote. Got a hot lead designing a high-value item? The platform can notify your sales team in real time to follow up while the interest is hot.

How It Works.

Contact form and contact creation

The customer fills out a contact form, and based on this data, a new contact is created in HubSpot, or an existing contact is updated.

Interactive 3D configuration

Customers can configure products in an interactive 3D environment. When a customer performs a specific list of actions within the configurator, the corresponding activity for that contact is sent to HubSpot and displayed in a dedicated tab.

Activities and configuration link

The activity also stores a link to the configuration, allowing sales representatives to access the configurator and see what the customer has configured. For example, if a user clicks the “Save as PDF” button in the configurator, HubSpot records an activity like “Save as PDF” with the date/time and a link to the configuration saved in the PDF.

Why CanvasLogic HubSpot Configurator?

Proven results and happy customers

In a recent implementation, a CanvasLogic client saw a significant boost in qualified leads and 2 times faster deal closures after deploying our HubSpot integration. In the same case, the sales cycle shrank because reps came into each conversation prepared – they already knew the prospect’s desired configuration and didn’t waste time. This efficient journey from interest to purchase keeps both customers and sales teams happier.

Broad industry expertise

Whether it’s life sciences equipment, advanced manufacturing, electronics, home and interior solutions, retail kiosks, or ecommerce products, our flexible platform adapts to your catalog. This means we come to the table with a deep understanding of complex product needs in your industry. Our integration with HubSpot can handle the intricacies of any sector, ensuring that no matter what you sell, you can sell it better with visual CPQ + CRM.

Security and reliability

All customer and configuration data transmitted to HubSpot is encrypted in transit and stored under the platform’s secure infrastructure (which meets standards like SOC 2 Type II). Plus, your data remains your data – HubSpot and CanvasLogic only use it to serve your needs, never sharing or selling it. You can confidently leverage this integration knowing that privacy and security are built in by design.

FAQ.

What is CPQ in HubSpot?

“CPQ” stands for Configure, Price, Quote – it’s software that helps companies configure complex products, generate pricing, and create quotes quickly and accurately. In the context of HubSpot, CPQ refers to using these capabilities within (or alongside) HubSpot’s CRM.

Does HubSpot have a CRM tool?

Absolutely – in fact, HubSpot is a CRM platform at its core. HubSpot CRM is the foundational layer of all HubSpot’s products, designed to help you organize and track your leads, customers, and deals in one place. It’s a powerful, user-friendly CRM (Customer Relationship Management) tool that’s free to start and used by hundreds of thousands of businesses. With HubSpot’s CRM, you can store contact information, record every interaction (emails, calls, meetings), manage your sales pipeline, and much more. It supports sales and marketing automation, integrates with CPQ tools, and offers commerce capabilities to streamline your entire process. Its native design ensures smooth integration with other HubSpot features, while flexible models help tailor the CRM to your specific needs.

How secure is CPQ data within HubSpot?

HubSpot takes data security very seriously, so any CPQ data stored in HubSpot is protected by enterprise-grade security measures. HubSpot’s platform is “secure by design,” employing a multi-layered, defense-in-depth approach to safeguard customer data. This includes encryption of data in transit (SSL) and at rest, network protections, regular security testing, and robust access controls.