HubSpot to QuoteCloud field map
Every field the six recipes pass, grouped by Zap: which way it travels, where it lands in the other app and a sample value.
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Deal details travel from HubSpot into QuoteCloud data items, the recipient and, if you map them, price-table rows. Document news travels back: views and signatures as notes, statuses and totals as deal properties, form answers as contact properties. The deal's Record ID, kept in a data item, is how later Zaps find the deal.
Last reviewed by the QuoteCloud team
Ambergrove Digital's draft proposal AD-P-2231, showing its data items filled from a HubSpot deal: deal name, HubSpot deal ID 31447512, prepared by Rina Takahashi, company Kinroy Outdoor Co. and the agreed budget of $12,000.
Every field, every recipe
Arrows point the way the value travels. Each group is one Zap.
| HubSpot: HubSpot field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Quotes from deals · Updated Deal Stage → Create Document | |||||
| Deal name | HubSpot to QuoteCloud | Deal name | Data item | Kinroy Outdoor Co. · Spring launch campaign |
|
| Record ID | HubSpot to QuoteCloud | HubSpot deal ID | Data item | 31447512 |
Keep it: later Zaps find the deal with it. |
| Amount | HubSpot to QuoteCloud | Agreed budget | Data item | $12,000 |
|
| Deal owner (Get Owner by ID) | HubSpot to QuoteCloud | Prepared by | Data item | Rina Takahashi |
|
| Contact email, name, company (Get Contact) | HubSpot to QuoteCloud | Recipient (Find or Create Contact, Add Document Recipient) | Contact field | elena.marsh@example.com |
|
| Values you map | HubSpot to QuoteCloud | Price-table row: label, note, price, qty, term, tax, discount | Price-table column | Strategy & media plan · $3,200 · 1 |
Optional. Deal line items are not covered. |
| Quote activity · Recipient First Viewed / Recipient Signed Document | |||||
| Record ID (Find Deal) | QuoteCloud to HubSpot | HubSpot deal ID | Search value | 31502877 |
|
| Note (Create Engagement) | QuoteCloud to HubSpot | Recipient, time, reference | Note | Quote first viewed by Carla Mendes · AP-SOW-1186 |
|
| Quote status (custom) | QuoteCloud to HubSpot | Signer name | Deal property | Signed by Carla Mendes |
|
| Closed won · Document Signing Complete → Update Deal | |||||
| Deal stage | QuoteCloud to HubSpot | A fixed value | Deal property | Closed won |
|
| Amount | QuoteCloud to HubSpot | Document total | Deal property | $38,566.00 |
|
| Close date | QuoteCloud to HubSpot | Signed date | Deal property | 22 Oct 2026 |
|
| Contacts · New Contact ↔ New Contact Created (two Zaps) | |||||
| HubSpot to QuoteCloud | Email (Find or Create Contact) | Contact field | noor.haddad@example.com |
The match key in both Zaps. | |
| Contact Email, name, company (Create or Update Contact) | QuoteCloud to HubSpot | Email, name, company | Contact property | ivo.petrov@example.com |
|
| Expired and lost · Document Expired / Document Lost | |||||
| Task: subject, Assigned To, due date | QuoteCloud to HubSpot | Reference, the deal owner, a date you set | Task | Call Jess Kowal: AP-R-1192 expired |
|
| Deal stage, Closed lost reason | QuoteCloud to HubSpot | Fixed values and the reference | Deal property | Closed lost · Lost in QuoteCloud: AP-SOW-1173 |
|
| Form answers · Form Submitted on Document → Update Contact | |||||
| Email (Find Contact) | QuoteCloud to HubSpot | Recipient email | Search value | elena.marsh@example.com |
|
| Custom contact properties | QuoteCloud to HubSpot | Each answer | Contact property | Launch goal: Grow online sales |
|
All values are sample data from fictional businesses. Field names on your Zap's test data may differ slightly.
The one field every return Zap needs
A Zap that starts in QuoteCloud has to find its deal in HubSpot. The surest way is the deal's Record ID, put in a data item when the quote is created from the deal.
Find Deal then searches on Record ID with that value. Check that your QuoteCloud trigger's test data shows the data item before you rely on it.
Where the deal ID comes fromData items filled by the Zap
Deal name- Kinroy Outdoor Co. · Spring launch campaignFrom HubSpot · Deal name
HubSpot deal ID- 31447512From HubSpot · Record ID
Prepared by- Rina TakahashiFrom HubSpot · Deal owner
Company- Kinroy Outdoor Co.From HubSpot · Company name
Agreed budget- $12,000From HubSpot · Amount
Field types to watch
Dates
HubSpot date properties want a date; check the signed date's format in the test data before mapping it.
Money
Number properties want the number without a currency sign. Decide whether the deal amount is before or after tax.
Dropdowns
A dropdown property only takes its own options: use the same wording in the form or the fixed value.
Owners
HubSpot stores owners as IDs: Get Owner by ID turns one into a name for a data item.
Build it with a free trial
Zapier access is on QuoteCloud's Essentials plan and up. Start a free 14-day trial, connect HubSpot and test with a sample deal.
Field map questions
What are data items in QuoteCloud?
Data items are named fields in a QuoteCloud template, such as Deal name or Prepared by, that fill the same value wherever they appear in the document. Create Document can fill them from a Zap. Custom data items are on the Essentials plan and up.
Can a Zap fill the price table?
Create Document can add price-table rows from values you map: a label, note, price, quantity, term, tax and discount. It can't tick optional items or choose content blocks; the template and the buyer do that.
Can I map HubSpot custom properties?
Yes. Custom deal and contact properties appear in the Zap like the default ones. Create them in HubSpot before you build the Zap, with types that match the values you'll send.
Which fields travel back to HubSpot?
What QuoteCloud's triggers carry: who viewed or signed and when, the document's status, total and reference, and form answers. They land as notes, tasks, or deal and contact properties through Create Engagement, Update Deal and Update Contact.
More on QuoteCloud and HubSpot
Six recipes with the exact Zapier steps, then how to connect, test and what it costs.
- Create quotes from HubSpot dealsA deal reaches your proposal stage and a draft quote is created from your template, filled with the deal's details.
- See quote activity on the HubSpot dealFirst views and signatures logged on the deal, so the owner knows when to follow up.
- Move the deal to closed won on signatureWhen every signer has signed, the deal's stage, amount and close date update.
- Keep HubSpot and QuoteCloud contacts matchedNew HubSpot contacts found or created in QuoteCloud, and new QuoteCloud contacts created or updated in HubSpot.
- Follow up expired and lost quotesAn expired quote becomes a task for the deal owner; a lost one moves the deal to closed lost.
- Send document form answers to HubSpotAnswers from a form in a QuoteCloud document update the contact's or deal's properties.
- Connect HubSpot to QuoteCloud, step by stepSign in to both apps in Zapier, pick a trigger, map the fields, test with sample data and turn it on.
- Test and troubleshoot your HubSpot ZapsTest with sample data, then fix the usual problems: no deal found, echoes, missing fields, expired PDF links.
- What the HubSpot connection can and can't doThe honest limits: one way per Zap, no ticking options, short-lived PDF links, plans and fees.
- What the HubSpot connection costsThe plan you need and the per-document fee for documents created through Zapier, worked out for your volume.
- FAQAnswers to the questions teams ask before connecting QuoteCloud and HubSpot.
Map it once, use it every time.
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