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Linked CRM records decide what syncs

A quote or proposal now syncs to the CRM records you have linked to it, rather than to whatever it once exported. Auto-create is separate: it decides whether a new deal is made, and a record you linked keeps receiving its amount, field mappings, notes and stage moves either way.

New​

  • Link more than one deal to a quote or proposal. Each linked record gets the note, amount, field mappings and stage move for every event, instead of only the first record found. Unlink from the connections list.
  • Open a linked record in your CRM. View in HubSpot and View in GoHighLevel take you straight to the deal or opportunity.
  • Send a constant value in a field mapping. Choose Constant value instead of Simplified field and type what you want written, such as a contact type of lead.
  • Search the Connectors page. Connectors are listed A to Z with a search box that matches on name and description.

Improved​

  • Auto-create only controls creating. Auto-create deals — Auto-create opportunities in GoHighLevel — decides whether a new record is made. Turn it off and a record you have linked still receives everything else.
  • Full addresses reach your CRM. HubSpot, GoHighLevel and Zoho receive street, city, county, postcode and country as separate fields rather than one line. HubSpot quote sync uses the address of the property being quoted rather than the address given at acceptance.
  • Package selected is a working trigger again. Changing the package on a quote writes a contact note, and you can opt in to it as a trigger for creating a deal. It is not one of the default triggers.
  • Import and re-import on a proposal stop once it is published, rather than once it is accepted. The export and import rows are also restyled to match the CRM rows above them.
  • Quote webhook events carry priceVatApplied and priceBeforeAnyGrants, so a heat pump quote shows the price before the Boiler Upgrade Scheme grant as well as the price your customer pays. Both are available in Additional field mappings as Price VAT applied and Price before any grants.

Fixed​

  • HubSpot notes keep their line breaks in the contact timeline instead of collapsing into one block of text.
  • GoHighLevel and Zoho no longer create a deal every time a package is chosen. If you never set trigger events, the standard set is used, and a package change is not in it.
  • Browser autofill no longer fills in form fields that did not ask for it.