HubSpot + Mobileforce: Smarter CPQ and Sales Workflows

When your product catalog is complex and your sales process is even more so, quoting can slow everything down.

That’s why we love pairing HubSpot with Mobileforce, a modern CPQ and revenue operations platform that integrates natively with HubSpot to drive speed, accuracy, and automation across the entire quote-to-cash process.

Whether you’re quoting multi-line deals, managing pricing rules, or routing contracts for approval, this integration brings CPQ into your CRM, with no extra tabs or tools.

What Is Mobileforce?

Mobileforce is a purpose-built CPQ and proposal automation solution tailored for services-led and complex B2B businesses. It’s designed to help RevOps, Sales, and Finance teams:

• Eliminate quoting errors and reduce manual work
• Accelerate time-to-quote and proposal generation
• Support complex pricing, discounting, and bundling logic
• Automate contract creation, approval workflows, and renewals

If your team is still managing quotes in spreadsheets or bouncing between systems, Mobileforce + HubSpot is the upgrade you’ve been waiting for.

What People Get Wrong About CPQ in HubSpot

Most teams assume advanced CPQ means leaving HubSpot or duct-taping in external tools. But with Mobileforce, that’s not the case.

This isn’t a half-connected workaround. The integration embeds CPQ features directly inside the HubSpot deal record, bringing quoting, approvals, and contracts into your existing workflows, without sacrificing data quality or usability.

How to Use It Strategically

The power of this integration is in how it removes friction between systems and teams. Here’s how we help clients use it to scale smarter:

• Sales teams create custom quotes without leaving the deal view
• Finance and legal get auto-routed approvals based on thresholds
• RevOps keeps a clean system of record with synced quote data
• Executives get faster insights from consistent deal reporting

All of this helps eliminate delays, reduce errors, and improve close rates.

Tactical Setup Tips

Setting up the integration is refreshingly fast. Our team typically helps clients:

• Embed Mobileforce CPQ natively in HubSpot
• Map HubSpot product, contact, and deal fields to quote logic
• Configure approval flows and eSignature routing
• Automate quote-to-contract workflows with clean sync back to CRM

With no custom APIs required, it’s a faster time to value than most enterprise CPQ tools.

Scaling Impact Across Teams

Once implemented, the ROI compounds:

• Faster quoting: From days to minutes
• Cleaner handoffs: No copy/paste or offline docs
• Improved accuracy: Eliminate quoting mistakes and lost context
• Higher win rates: Reduce time to close and customer friction

It’s a win across Sales, RevOps, and Finance.

Why We Partnered with Mobileforce

We’ve worked with dozens of CPQ tools but Mobileforce stands out for its balance of power and usability inside HubSpot.

Unlike other solutions that bolt on or require heavy customization, Mobileforce is built for HubSpot. It fits natively within the platform, delivers rapid value, and scales with you as complexity grows.

Clients who adopt Mobileforce typically see a measurable impact on sales velocity, data hygiene, and operational efficiency.

Use Cases We Love

• Complex Quoting, Simplified

• • Build custom, multi-line quotes with advanced pricing, discounting, and bundling—all from the deal record.

• Automated Approvals

• • Trigger approval routing automatically based on margin, value, or custom rules. No chasing sign-offs via email.

• One-Click Contracts

• Turn approved quotes into contracts with built-in eSignature. No extra tools or handoffs.

Get Started with HubSpot + Mobileforce

Let’s make quoting faster, smarter, and more connected.

Aptitude 8 helps RevOps, Sales, and Finance teams implement Mobileforce inside HubSpot to reduce friction and improve efficiency, without ripping and replacing your CRM.

Contact us to learn how we can help you implement Mobileforce in your HubSpot environment.