Reading CRM data into CPQ

• Published on Nov 4, 2024
• 1 minute(s) read
• MS

Mobileforce CPQ can pick up any object/field from any CRM as input to the CPQ process. Typically the following CRM objects are always input to Mobileforce CPQ's "Customer Tab"

1. Account Information
2. Customer Information
3. Contact Information
4. Deal Information

Specific fields of CRM objects can directly be input into CPQ form data using form expressions. For example, if a Deal object (e.g., in Hubspot CRM) has a field representing the number-of-reps, then this field can be accessed in CPQ using the form expression:

Code snippet

DTLOOKUPVALUE('hubspot-', 'deals', 'hs_object_id=${opportunity}','number_of_reps')

This form expression can be built into CPQ using the form expression debug console as shown below: