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.