Getting started with QuoteCloud

Send document form answers to HubSpot

A form inside a QuoteCloud document collects what you need to start: goals, budgets, approvers. When it's submitted, a Zap writes each answer to a HubSpot contact or deal property.

Start free 14-day trial Book a demo

Add a Forms block to a QuoteCloud document; Form Builder is on Essentials and up. Build a Zap with the Form Submitted on Document trigger, find the contact with HubSpot's Find Contact search by email, and map each answer into a contact property with Update Contact. Deal properties work the same way with Find Deal and Update Deal.

Last reviewed by the QuoteCloud team

Two overlapping panels with sample data. Behind, Ambergrove Digital's onboarding questionnaire for Kinroy Outdoor Co., submitted by Elena Marsh: main goal grow online sales, monthly ad budget $6,000, creative approver Elena Marsh, weekly report on Monday. In front, an illustration of Elena's contact record with those four properties updated by a Zap.

Answers belong in the CRM, not in someone's inbox

Once Kinroy Outdoor Co. signed, Ambergrove Digital sent Elena Marsh a short onboarding questionnaire: a Forms block in a QuoteCloud document. Her answers decide how the account team sets up the campaign and the weekly report.

The account team works in HubSpot, so that's where the answers should be: as contact properties they can filter, report on and use in their own HubSpot workflows.

  • Form Builder is on QuoteCloud's Essentials plan and up.
  • Create the matching properties in HubSpot first, with the right types: a dropdown for choices, a number for the budget.
  • See how agencies use onboarding questionnaires.

The recipe: form submitted to contact properties

ZapForm submitted: update the HubSpot contact

  1. When QuoteCloudTriggerForm Submitted on DocumentFires when the recipient submits a form in the document.Passes on
    • Recipient email
    • Each answer
    • Document reference
  2. Then HubSpotSearchFind ContactFinds the contact by email address.Searches on
    • Email
  3. Then HubSpotActionUpdate ContactMaps each answer into a custom contact property.Mapped in
    • Launch goal
    • Monthly ad budget
    • Creative approver
    • Report day
  4. Or HubSpotAction · optionalUpdate DealAfter a Find Deal step: mark the deal's onboarding as started.Mapped in
    • Onboarding: Questionnaire received

Elena submits the questionnaire at 9:12 am on Friday. A minute later her HubSpot contact shows the launch goal, the ad budget, who approves creative and the report day.

Result

Four contact properties filled from the form, ready for the account team's lists and reports.

Form Builder and Zapier access: Essentials and up

How marketing agencies connect QuoteCloud

The form, and the contact it filled

Ambergrove DigitalOnboarding questionnaire AD-ONB-2231 Sample · fictional business

Before we start Forms block

  1. Main goal for the launchChoiceGrow online sales
  2. Monthly ad budget, paid by Kinroy to the platformsNumber$6,000
  3. Who approves creative?TextElena Marsh
  4. Preferred day for the weekly reportChoiceMonday

Submitted by Elena Marsh · Fri 23 Oct, 9:12 am

Activity

  1. Sent to Elena MarshThu 22 Oct, 11:05 am
  2. Form submittedFri 23 Oct, 9:12 am · 4 answers
Ambergrove's onboarding questionnaire AD-ONB-2231, submitted by Elena.

Zap

  1. Form Submitted on Document
  2. Find Contact
  3. Update Contact
CRM · ContactAmbergrove Digital Illustration · sample data

Contact · ID 70215Elena MarshHead of e-commerce · Kinroy Outdoor Co.

Email
elena.marsh@example.com
Company
Kinroy Outdoor Co.
Launch goal
Grow online sales Updated by a Zap
Monthly ad budget
$6,000 Updated by a Zap
Creative approver
Elena Marsh Updated by a Zap
Report day
Monday Updated by a Zap

Activity timeline

  1. 4 properties updated from the onboarding formAD-ONB-2231 · Launch goal, Monthly ad budget, Creative approver, Report dayFri 23 Oct · 9:13 am · Added by a Zap
  2. Signed the spring launch proposalAD-P-2231Thu 22 Oct · 10:41 am · Added by a Zap
  3. Contact createdBy Rina TakahashiMon 19 Oct · 4:38 pm

Illustration with sample data: a generic CRM record, not HubSpot’s screen.

Elena's contact record, four properties updated by the Zap.

Field map for this recipe

Form answers: QuoteCloud fields and the HubSpot contact properties they fill
HubSpot: HubSpot fieldDirectionQuoteCloud: QuoteCloud fieldGoes intoExample (sample data)Note
Email (Find Contact) QuoteCloud to HubSpot Recipient email Search value elena.marsh@example.com
Launch goal (dropdown property) QuoteCloud to HubSpot Answer: Main goal for the launch Contact property Grow online sales Use the same choices in the form and the property.
Monthly ad budget (number property) QuoteCloud to HubSpot Answer: Monthly ad budget Contact property 6000 A number property wants the number without the currency sign.
Creative approver QuoteCloud to HubSpot Answer: Who approves creative? Contact property Elena Marsh
Report day (dropdown property) QuoteCloud to HubSpot Answer: Preferred day for the weekly report Contact property Monday

All values are sample data. Check how the answers appear in your Zap's test data before mapping them.

Variations on this recipe

  • A copy of the answers in Drive

    Add Google Drive's Create File From Text to keep the answers in the client's folder.

  • Tell the account team

    Add Send Channel Message for Slack or Microsoft Teams with the answers.

  • Deal properties instead

    Swap Find Contact and Update Contact for Find Deal and Update Deal when the answers describe the project, not the person.

  • New people from the form

    Use Create or Update Contact instead of Update Contact when the person who fills the form may not be in HubSpot yet.

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.

Start free 14-day trial Book a demo

Build it in five steps

  1. Add the form to your template

    Add a Forms block with your questions to the QuoteCloud template. Form Builder is on Essentials and up.

  2. Create the HubSpot properties

    Create a contact property for each answer, with a matching type and the same choices.

  3. Start with Form Submitted on Document

    In Zapier, choose QuoteCloud's Form Submitted on Document trigger and test it with a submitted test form.

  4. Find and update the contact

    Add Find Contact by email, then Update Contact, mapping each answer to its property.

  5. Test, then turn it on

    Submit the form from an @example.com address, check the contact in HubSpot, then switch the Zap on.

Questions about this recipe

Which plan do I need for forms in QuoteCloud documents?

Form Builder is on QuoteCloud's Essentials plan and up, and so is Zapier access. HubSpot needs custom properties for the answers you want to keep.

Can answers update a deal instead of a contact?

Yes. Use HubSpot's Find Deal search, on the deal ID kept in a data item, and Update Deal with deal properties. Many teams update both: the person's details on the contact and the project's on the deal.

What if the person isn't in HubSpot yet?

Use HubSpot's Create or Update Contact instead of Update Contact. It matches on the email address, creating the contact when there's no match and updating it when there is.

Does the form Zap carry a QuoteCloud document fee?

No. It reads a submitted form and updates HubSpot; it doesn't create a document. The per-document fee applies to documents created through Zapier or the API.

More HubSpot questions

More on QuoteCloud and HubSpot

Six recipes with the exact Zapier steps, then how to connect, test and what it costs.

Answers where your team already works.

Start a free 14-day trial, add a form to a document and send the answers to HubSpot.

Start free 14-day trial Book a demo

See pricingQuoteCloud on ZapierAll integrations