Connecting HubSpot to Turnstile brings your CRM data directly into the quoting workflow. You can pull HubSpot companies, deals, and contacts into quotes without switching between tools, create new HubSpot records from within Turnstile, and keep your CRM up to date automatically when quotes are finalized.
Set up the HubSpot integration
Go to Settings > Integrations and select HubSpot.
Connect your HubSpot account.
Toggle on the data you want to sync:
Use HubSpot CRM data (companies, contacts, deals): pulls HubSpot data into Turnstile's quoting workflow.
Company + Deal / Deal only: controls where contacts are sourced from within HubSpot. Select Deal only to scope contacts to the selected deal, which is useful for enforcing deal hygiene when a company has many contacts.
Enable CRM writeback: allows creation of companies, deals, and contacts in HubSpot during quote and subscription creation in Turnstile.
Update HubSpot deal stage after quote is finalized: automatically updates the associated HubSpot deal when a quote is finalized. Use Link custom HubSpot deal stage to map a specific deal stage per pipeline.
Data that syncs between HubSpot and Turnstile
Companies
When building a quote or subscription, you can search for and select a HubSpot company to populate customer details automatically. The following fields are pulled from HubSpot:
Name
Address (optional)
If the company does not yet exist in HubSpot, you can create it directly from Turnstile by choosing + Add [company name].
Deals
Deals associated with the selected HubSpot company are available to select when building a quote. If no deal exists yet, you can create one directly from Turnstile by choosing + Create new deal and providing:
Deal name
Pipeline
Deal stage
The new deal syncs to HubSpot immediately and is associated with the selected company.
Deal status
When a quote is finalized, Turnstile automatically updates the associated HubSpot deal stage. You can map a custom deal stage per pipeline in the HubSpot integration settings page in Turnstile from Settings > Integrations > HubSpot.
Contacts
HubSpot contacts populate the contact fields on Turnstile quotes, subscriptions, and the company info on the customer page. In an e-signature workflow, the contact's email address receives the signature request from the e-signature provider.
By default, contacts are sourced from the selected company or deal. You can change this to Deal only in the HubSpot integration settings if you want to limit contact sourcing to the deal.
You can also create new contacts directly from Turnstile. New contacts are automatically associated with the selected company and deal in HubSpot.