HubSpot + Paperless Parts

Create new HubSpot deals when quotes are sent in Paperless Parts

When a quote is sent via Paperless Parts, this workflow activates to create a new deal in HubSpot. Streamlining this process saves time and boosts organizational efficiency. This helps to seamlessly move from proposal to deal-making, providing a smoother sales journey for your customers.

When a quote is sent via Paperless Parts, this workflow activates to create a new deal in HubSpot. Streamlining this process saves time and boosts organizational efficiency. This helps to seamlessly move from proposal to deal-making, providing a smoother sales journey for your customers.

  1. When this happens...
    Paperless PartsPaperless Parts
    Quote Sent

    Triggers when a quote is sent from Paperless Parts.

    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

    • Unique Zap UUID

    Trigger
    Polling
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Phone

    • Ext

    • Notes

    • Account ERP Code

    • Salesperson Email

    • Address 1

    • Address 2

    • City

    • State

    • Country

    • Zip Code

    Action
    Write
    • ID typeRequired

    Action
    Search
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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paperless-parts logo

About Paperless Parts

Paperless Parts is the secure estimating and quoting software for manufacturing that empowers shops to make smarter, faster, more informed decisions. Communicate better, quote faster, win new customers, and increase revenue with Paperless Parts.

Related categories

  • Sales & CRM