What the HubSpot connection can and can't do
The connection is a set of Zaps you build and own. Here's what they do well, where they stop, and how to match a document back to its deal.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Through Zapier, HubSpot deals can create QuoteCloud quotes from templates, and QuoteCloud views, signatures, expiry, lost status and form answers can update HubSpot. Each Zap runs one way, a Zap never ticks options or chooses content, PDF links are short-lived, and documents created through Zapier carry a per-document fee.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Ambergrove Digital's draft proposal with data items filled from a HubSpot deal and a price table whose optional email sequence is left for the client to tick. In front, an illustration of the deal at the Proposal stage.
Data 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
Campaign investment
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Spring launch | $12,000 | ||
Strategy & media planAudience research, channel plan and launch KPIs
|
1 | $3,200 | $3,200.00 |
Paid social set-upTwo platforms: campaigns, audiences and tracking
|
1 | $2,400 | $2,400.00 |
Launch contentShort videos and carousels
|
8 pieces | $450 | $3,600.00 |
Landing pageDesigned, built and tested
|
1 | $2,800 | $2,800.00 |
| Add if you'd like Tick to add | |||
Email welcome sequenceFour emails for new subscribers
|
1 | $1,500 | $1,500.00 |
- Subtotal
- $12,000.00
- Tax (10%)
- $1,200.00
- Total
- $13,200.00
- Plus, monthly
- $0.00/mo
Deal · ID 31447512Kinroy Outdoor Co. · Spring launch campaign
- Qualified
- Proposal
- Quote sent
- Closed won
- Amount
- $12,000.00
- Deal owner
- Rina Takahashi
- Contact
- Elena Marsh
- Company
- Kinroy Outdoor Co.
- Close date
- 30 Oct 2026
- Quote reference
- AD-P-2231
Illustration with sample data: a generic CRM record, not HubSpot’s screen.
What it does well
Quotes from deals
A deal stage or a new deal creates the quote from your template, filling data items and any price-table rows you map.
Quotes from dealsActivity on the deal
First views and each signature become notes or deal properties.
Quote activityClosed won on signature
Signing complete moves the deal's stage and sets its amount and close date.
Closed won on signatureContacts in both apps
New contacts in either app are found, created or updated in the other, one Zap each way.
Contacts matchedFollow-ups
Expired quotes become tasks; lost ones move the deal to closed lost.
Expired & lostForm answers
Answers from a form in the document fill contact or deal properties.
Form answers
Where it stops
None of these are bugs. Knowing them up front saves an afternoon of testing.
It doesn't tick options or pick blocks
A Zap fills data items and price-table rows. Optional items stay for the buyer to tick, and the template decides the content.
Each Zap runs one way
From its trigger to its actions. Both directions means two Zaps, and only the events you choose are copied.
PDF links don't last
Generate or Fetch Document PDF Link is short-lived: upload the file in the same Zap, never store the link.
It can't guess the deal
A Zap from QuoteCloud needs a shared value to find the deal, such as its Record ID in a data item.
Deal line items aren't copied for you
These recipes map deal details into data items. Rows come from your template, or from values you map one by one.
It isn't on every plan
Zapier access is on Essentials and up, and each document a Zap creates carries a per-document fee.
How a document finds its deal again
QuoteCloud and HubSpot don't share IDs by themselves. The Zap that creates the quote puts the deal's Record ID in a data item, such as HubSpot deal ID.
Every Zap that starts in QuoteCloud then runs HubSpot's Find Deal on Record ID with that value. Check the trigger's test data shows it; if your quotes don't come from HubSpot, use a value you keep in both, such as the deal name as the document title.
- Create Document: Record ID → the HubSpot deal ID data item.
- Return Zaps: Find Deal on Record ID, then Update Deal or Create Engagement.
Data 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
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.
What the connection is, exactly
QuoteCloud connects to HubSpot through QuoteCloud's Zapier app and HubSpot's own Zapier app. The Zaps live in your Zapier account: you choose the triggers, the steps and the fields, and you can change or turn them off at any time.
That makes it flexible, and it means the connection does exactly what your Zaps say, no more. When you need something they don't cover, QuoteCloud's API is on the same Essentials plan.
Questions about the limits
Do HubSpot and QuoteCloud update each other automatically?
Only for the events your Zaps cover. Each Zap runs one way, from its trigger to its actions, so you choose what's copied and when. Anything without a Zap, such as an edit to a sent quote, isn't copied.
Can a Zap tick optional items or choose content blocks?
No. Create Document fills data items and can add price-table rows you map, but it never ticks options or chooses content blocks. Your template decides the content and the buyer ticks the options they want.
Can I keep the PDF link in HubSpot?
Don't: the link from Generate or Fetch Document PDF Link is short-lived. Upload the file in the same Zap, for example to Google Drive, and keep that file's link instead.
Is there a fee for every Zap?
No. The per-document fee of US$2.00, $1.80 or $1.60 by volume applies to documents created through Zapier or the API. Zaps that update HubSpot, log activity or match contacts don't create documents.
Is there a QuoteCloud app on Make?
No ready-made app, but Make works with QuoteCloud. It's a bring-your-own model: you add the connection with Make's built-in OAuth and call QuoteCloud's API or Zapier endpoints in your scenarios, so you choose every step. No module list is published, and these pages show each recipe as a Zap; the same QuoteCloud endpoints are there when you build it in Make.
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.
- HubSpot to QuoteCloud field mapEvery field the recipes on this site pass, which way it goes and where it lands.
- 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 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.
Know the limits, then build.
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