Why automate quote generation in HubSpot?
Understanding Hellio’s challenges and business needs
Hellio is a leading energy efficiency company in France. The company supports both individuals and businesses in their energy renovation projects through a large network of qualified contractors and extensive cross-industry expertise.
Behind this mission lies a major operational challenge: efficiently managing a high volume of requests, quotes, and contractors across the country, with one key objective: industrializing quote generation, which was still highly time-consuming.
What “industrializing quote generation” actually means
Saying you want to industrialize quote generation is not as simple as it sounds. In reality, it involves several key objectives:
- Automating quote creation in HubSpot, even though it is not natively supported
- Eliminating manual actions for sales teams
- Standardizing quotes (structure, branding, VAT, product line items)
HubSpot quote automation: what we built and why
HubSpot does not natively allow automatic quote generation when a deal changes stage, neither through workflows nor through Sales Hub, which initially made the project seem impossible. However, our HubSpot experts successfully pushed the platform beyond its native capabilities by developing a custom external API layer connected to the CRM in real time.
How does It work?
1 - The sales representative moves the deal to a specific pipeline stage.
2 - A webhook instantly detects the stage change.
3 - Our custom development automatically rebuilds a complete quote according to the structure defined by Hellio:
-
- total amount
- taxes
- product line items
- deal information
The quote is automatically generated directly inside the HubSpot deal record, and the sales representative only needs to review and send it.
After extensive research and development, this is how we addressed Hellio’s business challenges by automating quote generation whenever a specific pipeline stage is reached.
The complete automation of quote generation in HubSpot significantly streamlined team workflows while eliminating duplicate work!
Benefits & results
- A fully custom quote automation system built directly within HubSpot
- A centralized model ensuring consistency across all quotes
- Far more efficient sales and marketing teams
- Significant daily time savings
- A clearer user journey resulting in higher conversion rates
Thanks to this ambitious project and the expertise of our team, Hellio transformed HubSpot into a true business platform capable of managing complex data, automating critical tasks, and streamlining its entire sales cycle.