Why This Matters

CRM sync connects EasyQuote to your customer management system. Leads and customer data flow automatically, saving you from double-entry.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Step 1:From the dashboard, click the “Integrations” tab in the main menu.

Step 2

Step 2:Click on “CRM” from the integrations listStep 3:You can find Salesforce and SubcontractorHub as your CRM optionsStep 4:Click “Connect” on the CRM of your choiceStep 5:Input your API URL and Authentication Key.

Step 3

Click “Verify and Connect” to sync your CRMStep 6:After successfully integrating your CRM, in this case, SubcontractorHub, the integration card will look like this.

Step 4

The integration can be disconnected and reconnected from here with the corresponding buttons.

Step 5

Related ArticlesCRM IntegrationsHow to Integrate Sunlight FinancialHow to Integrate SungageSync Ambassador Program with SubcontractorHubHow to Integrate Your CRM.

Pro Tips

💡 EasyQuote tip: Test your changes on a preview before publishing to make sure everything looks right.
📱 Mobile-friendly: Check that your EasyQuote pages look good on phones — most customers browse on mobile.
🔄 Keep it fresh: Update your EasyQuote content regularly to reflect current pricing and services.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
Widget not appearing on website	Check that the embed code is placed correctly in your website's HTML. Clear your browser cache and refresh.

Last updated: 2026-05-15 · Source: Set Up Crm Sync