HubSpot
Quote Roller
zapier

An automated workflow using zapier

Connects HubSpot + Quote Roller

Add contacts to Quote Roller from new HubSpot form submissions

About this workflow template

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.

Diagram

Add contacts to Quote Roller from new HubSpot form submissions
Workflow diagram: HubSpot + Quote Roller integration

How it works?

When this trigger fires in HubSpot

HubSpot

New Form Submission in HubSpot

Triggers when a form is submitted.

Then these actions happen in HubSpot and HubSpot

Quote Roller

Create Contact in Quote Roller

Creates a contact

HubSpot

New Form Submission in HubSpot

Triggers when a form is submitted.

How to set up this workflow

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

Configure Applications

First, we need to connect HubSpot and Quote Roller to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

  • Connect Quote Roller to Zapier.

    Connect Quote Roller to Zapier.

    Give Zapier access to your Quote Roller account, using Quote Roller credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for HubSpot

    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

    Then set up an Action for Quote Roller

    Choose this action: Create Contact (Creates a contact).

  • Then set up another Action for HubSpot

    Then set up another Action for HubSpot

    Choose this action: New Form Submission (Triggers when a form is submitted.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapieralbato
    triggerbyzapieralbato
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • Quote Roller

    Create contact

    Creates a contact

    zapier
    actionbyzapier
  • Quote Roller

    Create company

    Create a company that can be used for proposals

    zapier
    actionbyzapier
  • Quote Roller

    Create proposal

    Creates a new proposal!

    zapier
    actionbyzapier
  • Quote Roller

    Create note

    Creates a new note on a proposal

    zapier
    actionbyzapier
  • Quote Roller

    Create product

    Create a product that can be used in proposals.

    zapier
    actionbyzapier
  • Quote Roller

    New proposal

    Triggers when a new proposal is created!

    zapier
    triggerbyzapier

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Zapier

Zapier

Automation Platforms

No-code automation service

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.