Question from Reddit user:
I am quite new to HubSpot, but fairly familiar with CRMs.
The company I work with currently utilizes Flex Rental Solutions for inventory management as well as sending quotes to clients.
I noticed that there is a way to include quotes in emails through HubSpot.
Is there any integration with Flex to get our quotes in emails seamlessly?
Otherwise, I assume that uploading the attachment would suffice and we don’t plan on using HubSpot for quoting or invoicing since Flex does that for us now.
Any input helps!
Thanks!
Answer from Nabil:
The short answer is:
There is no seamless, native integration between HubSpot and Flex Rental Solutions that automatically converts a Flex quote into a shareable HubSpot quote link for email.
While manually attaching a PDF is the simplest immediate solution, you lose all the tracking and automation benefits of HubSpot’s quote tool.
The most robust and cost-effective long-term solution is to build a custom API integration.
This involves using the Flex Rental Solutions API to extract quote data and automatically use the HubSpot API to programmatically generate a new, fully tracked HubSpot quote that your sales team can insert directly into their emails.
The long answer is:
Since Flex Rental Solutions is a specialized inventory management and rental software, it doesn’t have an out-of-the-box connector that bridges the gap to a broad CRM like HubSpot for quote management.
Your intuition about uploading an attachment is correct for a short-term workaround, but it disables all of HubSpot’s key sales automation features like tracking when the quote is viewed, signed, or paid, and automatically updating the deal stage.
To get a truly seamless experience where the quote link is ready for a HubSpot email, you need a custom solution that leverages the power of APIs.
Flex Rental Solutions has an available API – the Flex5 API – and often provides webhooks.
The optimal approach is to configure a Flex webhook to trigger custom code whenever a quote is created or updated.
This API allows you to pull the structured data from a newly created or updated quote in Flex, including line items, pricing, and client details.
You would then need a piece of custom code, often run on a serverless platform (like a simple Google Cloud Platform function) or a server-side tagging environment like Stape that uses Google Tag Manager as a trigger mechanism, to act as the go-between.
This intermediary script takes the data from the Flex Rental Solutions API and maps it precisely to the HubSpot API quote endpoints.
The HubSpot API allows you to create a complete quote programmatically, including associating it with the correct contact and deal record, populating the line items, and setting the hs_status to publish the quote.
This API method is excellent and cheap because it avoids the recurring subscription costs of complex middleware tools while creating a direct, high-fidelity data sync that is perfectly tailored to your rental business’s unique quoting process, ultimately letting your sales reps enjoy the seamless quote-in-email functionality and tracking that HubSpot provides.
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