"update HubSpot deals when reports are signed in SumoQuote"
Streamline your sales pipeline and never miss a step with this efficient and seamless workflow. Once a report is signed in SumoQuote, it instantly updates the corresponding deal in HubSpot, maintaining accuracy across your sales process. This efficient process not only reduces manual work but also ensures your team stays informed about each deal's progress. Therefore, enhancing collaboration and communication within your team.
Streamline your sales pipeline and never miss a step with this efficient and seamless workflow. Once a report is signed in SumoQuote, it instantly updates the corresponding deal in HubSpot, maintaining accuracy across your sales process. This efficient process not only reduces manual work but also ensures your team stays informed about each deal's progress. Therefore, enhancing collaboration and communication within your team.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Update Deal
Update a Deal in HubSpot.
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Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Try ItProject Updated
Triggers when a SumoQuote Project is updated.
Try It
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try ItCustomer First NameRequired
Customer Last Name
Email
Phone
Address Line 1Required
City
State
Zip Code
Project Id
Salesperson Email
Date Created
CompanyCam Project Id