Writing CPQ output back to CRM
Writing CPQ output back to CRM
- Updated on Apr 5, 2023
- Published on Jul 15, 2022
Once you have completed your proposal/quote in Mobileforce CPQ, you save the quote to the source CRM, updating the Deal or Opportunity and associated objects with data from the quote:
The amount associated with the deal or opportunity (Deal Amount) is updated with the totals generated from the line items in the proposal. For example, in SugarCRM the Likely amount is updated with the Adjusted Total amount from the Quote tab.
The Stage for your object (Deal or Opportunity) is advanced, reflecting the progress that the object has made during the CPQ process. The new state is dependent on the previous stage of the deal or opportunity, but is typically the next value in the Deal Stage lifecycle.
Updates the Deal Pipeline for any CRM configurations that utilize this attribute, available in both Hubspot and ZenDesk. Deal pipelines reflect the unique Deal/Opportunity processes for different clients, and is helpful for sellers who are working with multiple distinct pipelines or pipeline models.
The quote and the line items are added to the associated deal or opportunity, where they can be processed using the CRM.
The status of the deal or opportunity advances to the next stage (for example, the status changing from In Progress to Quote Sent to Customer.
If you need to update other fields of a deal/opportunity or even other CRM objects, when writing the quote back to CRM, this can also be done fairly easily, but requires Mobileforce custom configuration. Please contact Mobileforce Support for details.
Additionally your organization can create custom actions that Mobileforce CPQ will invoke when the proposal is saved to the CRM. These actions can only be completed by a user with admin privileges.
Since the different CRMs that Mobileforce supports have different tables and functionalities, Mobileforce provides different integrations when writing the quote back to the CRM. Please see the following article links to learn more about the CRM specific customizations that Mobileforce offers, when writing a quote back to the CRM.
- Mobileforce customizations for SugarCRM
- Mobileforce customizations for Hubspot
- Mobileforce customizations for Zendesk
- Mobileforce customizations for Pipedrive