Skip to content
HuntLog Deals by branch office
EN Language
Sign in Connect your portal

HubSpot integration

HubSpot doesn't know
you have three offices.

On the plan most teams run they don't exist, pipelines are capped at two, and the quoting tool is a plan of its own. So the Milan manager opens the CRM and sees Rome as well, and quotes get retyped into a Word file. This integration splits deals by branch and builds the documents on top of them, numbered office by office.

Your HubSpot
  • Ferramenta Bianchi
  • Studio Rossi
  • Officine Meridiane
  • Panificio Aurora
  • Tipografia Moderna
Milano
  • Ferramenta Bianchi
  • Officine Meridiane
  • Tipografia Moderna

MI-2026-014

Roma
  • Studio Rossi
  • Panificio Aurora

RM-2026-007

The same deals, attributed to the branch that handles them. Each office gets its own quote series.

The limit isn't yours, it's the plan's

0

teams below Professional

Teams, which would split people by branch, start at the Professional plan.

2

pipelines, at most

One pipeline per office already doesn't fit by the third branch.

1

list for everyone

With no way to say “this one is Milan's”, every salesperson sees everything.

0

quotes on Starter

HubSpot's quoting tool (CPQ) comes with Revenue Hub Professional — a separate plan, charged per seat.

How a deal finds its branch

  1. The deal says so

    If your HubSpot has a sede (branch) property, that wins: a person wrote it on that deal.

  2. Otherwise, whoever owns it does

    State once that Rossi works in Milan, and all of their deals — past and future — attribute themselves.

  3. If neither knows, it doesn't guess

    A deal that cannot be placed stays visible to you alone, never to the wrong branch manager.

The quote comes out of the deal

Quoting is included here, and it doesn't start from a blank page: pick the deal you are working on and the document fills itself in, from the price list you already keep in HubSpot.

Deal in HubSpot

Impianto aspirazione — Officine Meridiane

  • Sales pipeline · Proposal
  • Milano · R. Bianchi

€24,000

Quote MI-2026-014

Officine Meridiane · Via Adige 12, Milano

  • Extraction hood 2400€18,000
  • Installation and testing€6,000
We write nothing into your HubSpot: the connection is read-only. The quote knows which deal it came from, and stays on this side.

  • Start from the deal

    You search your own branch's deals — the others don't even come up — and the quote is already addressed: company, address and contact come off the deal.

  • The lines come from your catalog

    Products, prices and tax rates are the portal's own, re-read every night. There is no second price list to keep in step by hand.

  • The branch decides the number

    The deal belongs to Milan, so the document is MI-2026-014. The number is assigned when you send it, so abandoned drafts leave no gaps in the series.

Who sees what

Owner

Every branch, including the ones you open later. Decides who gets in and with what scope.

Branch manager

Their offices and nothing else. They see the branch's quotes even when a colleague is away.

Partner

The agency that set up your HubSpot: reads everything, issues nothing, revocable in one click.

What it costs

€350 one-off

then €100 per year

  • Daily sync of deals, owners, products and pipelines
  • A quote builder that works off your deals, using the portal's own catalog
  • Up to 10 branch offices, each with its own quote numbering
  • Access for managers and partners, revocable at any time
  • Email support in English and Italian

Excluding VAT, per HubSpot portal — not per seat: branch managers and offices are not charged by the head. Starts with a 14-day trial, no card required.

Connect your portal and look at your own data

You need a user who can install apps on your HubSpot. From there you declare your branches, sync, and watch the deals divide.

Connect your HubSpot portal

We get in touch after you connect: activation is handled by hand, one customer at a time.