HubSpot + SumoQuote

Create new SumoQuote projects from new HubSpot contacts

Easily manage your new contacts in HubSpot by having a corresponding project automatically created in SumoQuote. Once set up, this workflow ensures every new contact added in HubSpot results in a new project in SumoQuote. It's a perfect solution to help streamline your project management and client interaction process.

Easily manage your new contacts in HubSpot by having a corresponding project automatically created in SumoQuote. Once set up, this workflow ensures every new contact added in HubSpot results in a new project in SumoQuote. It's a perfect solution to help streamline your project management and client interaction process.

  1. When this happens...
    HubSpotHubSpot
    New Contact

    Triggers when new contact is available.

    TriggerPolling
  2. automatically do this!
    SumoQuoteSumoQuote
    Create Project

    Creates a new SumoQuote Project

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Event Type

    Trigger
    Polling
    Try It
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

Similar apps

Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Intercom integrationsIntercom integrations

Intercom

Customer Support
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sumoquote logo
sumoquote logo

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

Related categories

  • Proposal & Invoice Management