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RuleDesk
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CRM integrations

Keep the deal connected.
From CRM to acceptance.

Use the opportunity your team already works on. Prepare and approve commercial terms in RuleDesk, then return the accepted outcome to its CRM record.

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HubSpot

Quote from the deal record.

Open RuleDesk from a HubSpot deal. Keep quote visibility, review links, and the accepted commercial handoff close to the sales workflow.

  • Deal sidebar and tab cards
  • Create and view quotes linked to a deal
  • Configured amount and stage synchronization
  • Signed quote and certificate delivery
  • Reviewed native line-item publication where enabled

Salesforce

Work from the opportunity.

Bring opportunity context into RuleDesk and connect accepted quote information back to your Salesforce workflow.

  • Opportunity-to-quote creation
  • Workspace OAuth connection
  • Configured accepted amount and stage synchronization
  • Signed quote and certificate delivery
  • Connection and outbound sync status

A controlled connection

You decide what goes back.

Company admins configure the connection and delivery behavior. Provider permissions and field mappings are checked before supported actions.

  1. 01

    Connect

    Authorize the workspace's CRM account and check connection health.

  2. 02

    Prepare

    Create a linked quote and review customer and commercial details.

  3. 03

    Approve & accept

    Complete the governed quote workflow with the buyer.

  4. 04

    Review the outcome

    Inspect delivery status. Uncertain attempts are held for review.

Commercial clarity

The right amount.
The original signed documents.

Choose the configured amount basis for the CRM handoff. Retained quote and certificate PDFs preserve the accepted record instead of regenerating it from today's configuration.

Connection setup covers

  • Account authorization and required scopes
  • Amount basis and currency compatibility
  • Optional acceptance-stage updates
  • Signed-document delivery preferences
  • Delivery evidence and reviewed recovery

Keep your existing sales foundation

Add a governed quote workflow.

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