This automation scenario allows you to connect HubSpot and Quote Roller
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in HubSpot
Triggers when a form is submitted.
Then these actions happen in HubSpot and HubSpot
Creates a contact
Triggers when a form is submitted.
This guide contains information on how to set up an automatic workflow that allows to Add contacts to Quote Roller from new HubSpot form submissions.
Part I
First, we need to connect HubSpot and Quote Roller to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect Quote Roller to Zapier.
Give Zapier access to your Quote Roller account, using Quote Roller credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for HubSpot
Choose the following trigger: New Form Submission (Triggers when a form is submitted.).
Then set up an Action for Quote Roller
Choose this action: Create Contact (Creates a contact).
Then set up another Action for HubSpot
Choose this action: New Form Submission (Triggers when a form is submitted.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Quote Roller.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add contacts to Quote Roller from new HubSpot form submissions!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Creates a contact
Create a company that can be used for proposals
Creates a new proposal!
Creates a new note on a proposal
Create a product that can be used in proposals.
Triggers when a new proposal is created!
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.