QuoteCloud + HubSpot
Connect QuoteCloud to HubSpot through Zapier and a new deal can start a quote with its contact, company and products filled in. When the buyer opens and signs, the deal's timeline and stage can update without anyone retyping the news.
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Via Zapier
HubSpot is a CRM for sales and marketing teams, with deals, contacts and companies in one place. QuoteCloud customers keep the pipeline in HubSpot and send the quote, proposal and eSignature from QuoteCloud.
See HubSpot triggers and actions on ZapierWorkflows
Each one is a trigger in one app and the steps that follow in the other. Build them as they are, or change any step.
01Via Zapier
A quote is created from your template with the deal's contact as recipient and its details mapped into data items and price-table rows, ready to review and send.
Marketing services02Via Zapier
The first time the buyer opens the proposal, a note is added to the deal's timeline so the owner knows when to follow up.
Business consulting & strategy03Via Zapier
Once every signer has signed, the deal's stage moves to closed won and its amount can be set to the signed total.
Education & trainingSetup
Create a Zap and sign in to QuoteCloud and HubSpot when Zapier asks. Zapier access to QuoteCloud is on the Essentials plan and up.
Pick HubSpot's New Deal to start a quote, or a QuoteCloud event such as Recipient First Viewed Document or Document Signing Complete to update the deal.
For Create Document, map the deal's contact into the recipient and its details into data items and price-table rows. For Update Deal, map the status and total into the deal stage and amount.
Run the Zap with a test deal and a document sent to an @example.com address, check both apps, and switch it on.
Zapier is on QuoteCloud's Essentials plan and up, and each document created through Zapier or the API carries a fee of US$2.00, $1.80 or $1.60 by volume.
FAQ
Through QuoteCloud's Zapier app, with no code to write. You choose what starts each Zap, such as a new deal in HubSpot or a document being signed in QuoteCloud, and the action that follows. Each Zap is a one-way automation that runs every time its trigger fires, so you build one Zap for each job you want done.
QuoteCloud works with the information on HubSpot deal, contact and company records. A Zap can start from one of those records and pass the fields you map into your quote or proposal, such as the company name, the contact as recipient and deal details. You choose the fields when you map the Zap, and you can still edit the document before sending.
Yes, when you map them. Create Document can fill price-table rows at creation with a label, note, price, quantity, term, tax and discount, so each deal product can become a row. Zapier doesn't tick options or choose content blocks; optional items in your template stay for the buyer to tick. Test with a deal that has several products first.
It can. QuoteCloud's Document Signing Complete and Recipient Signed Document triggers can start a Zap that finds the deal and runs HubSpot's Update Deal action, for example to move it to closed won and set the amount. First views can be logged too, using Recipient First Viewed Document and HubSpot's Create Engagement action.
Zapier access is on QuoteCloud's Essentials plan and up. Each document created through Zapier or the API carries a fee of US$2.00, falling to $1.80 and $1.60 at higher volumes. Zaps that only update HubSpot deals or log activity don't create documents, so they carry no QuoteCloud fee. You also need a Zapier plan that covers your task volume.
Try QuoteCloud free for 14 days, then connect HubSpot.
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