Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Sequence Subscription - Growth, Core, or Scale plans
Overview
1/9 - Sequence HubSpot Integration
Sequence connects your HubSpot pipeline to quoting and billing, so sales and finance work from the same deal.
When a deal reaches a stage you choose, Sequence imports the company as a customer, along with its contacts. Your team can then create a Sequence quote straight from the deal. When the quote is published, Sequence adds its pricing, line items and total contract value to the deal. When the customer signs, Sequence moves the deal to your signed stage and can attach the signed PDF, and billing runs from the same signed quote.
No more re-keying deal details into your billing system, and no more checking whether the CRM matches the contract.
Features
Import customers from your pipeline
When a deal reaches a stage you choose, Sequence imports its company and contacts as a customer and keeps name, address and contact changes in sync. Bulk imports are also available.
Create quotes from a deal
The Sequence Quote card on each deal opens a new Sequence quote for the deal’s company, or opens the quote already linked to the deal.
Quote details on the deal
When a quote is published, Sequence writes its pricing as line items, plus its status, link and total contract value, to the deal. Line items your team added by hand are left alone.
Signed quotes close the loop
When the customer signs, Sequence moves the deal to your chosen stage and can attach the signed PDF to the deal.
App Functionality
Shared Data
Quote | ||
Quote | ||
Quote Prices | ||
Quote Prices | ||
Signed Quote PDF | ||
Customer | ||
Contact |
Deals: when a deal reaches a stage you choose, Sequence imports its company as a customer. You can also import in bulk. When a quote is published, Sequence writes its title, number, status, dates, link and total contract value to Sequence-owned properties on the deal. When a quote is signed, Sequence moves the deal to the stage you choose.
Line items: Sequence creates line items on the deal for a published quote’s pricing, and replaces them when the quote changes. Line items your team adds by hand are never changed.
Companies and contacts: these only flow from HubSpot into Sequence. Name and address changes, and contact changes, keep the Sequence customer up to date. Sequence never creates or edits a company or contact in HubSpot. The contacts write permission is needed only to add the signed quote PDF as a note, because HubSpot doesn’t offer a separate permission for notes.
Properties: when you connect, Sequence creates a “Sequence Quote Information” group of deal properties and a “Sequence Line Item Information” group of line-item properties.
Reviews
Pricing
Growth
$799
/monthFor startups with under $1m annual revenue
$799 per monthGrowth
$799
/monthFor startups with under $1m annual revenue
$799 per month* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 10/05/2026
More info
Built by - Sequence HQ Ltd
Installs - <10 installs
Categories Languages this app is available in English
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