Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and DealHub integration
Take quote requests in chat and answer with the DealHub quote already on screen.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and DealHub
Start the quote in the chat
What a buyer needs is captured in the conversation and raised in DealHub, so the quote is built from their words rather than a rep's notes.
Answer pricing questions accurately
The DealHub quote and its line items are in front of the rep, so a question about a discount or a term is answered from the document the buyer received.
Say where the approval is
DealHub approval status reaches the chat, so a buyer waiting on a discount hears something better than we are working on it.
Get the document signed
A DealHub quote sitting unsigned can trigger a conversation, which closes more deals than another automated reminder email.
Overview
DealHub builds the quote, runs the approval and holds the contract. The questions about all three tend to arrive in a chat window. Connected to Tidio through Zapier or the Tidio API, a rep answers with the DealHub quote in view, a buyer asking for pricing has a request raised with the right products, and status questions about an approval or a signature are answered rather than chased.
Key features
- Answer with the quote so a buyer's question is checked against the DealHub record
- Raise a quote request with the products and quantities captured in the chat
- Follow the approval and tell the buyer where a DealHub discount actually sits
- Chase a signature politely when a DealHub document has been waiting too long
DealHub
CRM
Tags
CRM
Contact Sync
How it works
Connect DealHub in minutes
1
Connect Tidio and DealHub
Link them with Zapier or the Tidio API and choose which DealHub quote and approval fields the chat is allowed to use.
2
Map what a conversation creates
Decide which chats raise a DealHub quote request and which only read the existing one.
3
Sell with the document in view
Reps answer from the DealHub quote, and every change stays in the platform that owns it.
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Frequently asked questions
Common questions about the DealHub integration
Can a chat create a quote?
It can raise the request with the products, quantities and terms captured in the conversation. DealHub still builds, prices and approves the quote under your rules.
Who can see quote details?
Whoever you allow. Most teams show reps the full DealHub quote and expose only status to a buyer facing chat, so pricing logic stays internal.
Is the DealHub integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the DealHub integration.