HubSpot + SumoQuote

Update deals in HubSpot when reports are signed in SumoQuote

Stay ahead with an efficient workflow between SumoQuote and HubSpot. When a report gets signed in SumoQuote, this automation will promptly update the corresponding deal in HubSpot. Ensure a seamless customer experience through this seamless connection between quote approval and deal progression.

Stay ahead with an efficient workflow between SumoQuote and HubSpot. When a report gets signed in SumoQuote, this automation will promptly update the corresponding deal in HubSpot. Ensure a seamless customer experience through this seamless connection between quote approval and deal progression.

  1. When this happens...
    SumoQuoteSumoQuote
    Report Signed

    Triggers when a Report is signed by all signatories.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Update Deal

    Update a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

  • SumoQuote triggers, actions, and search

    Email Clicked

    Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Project Created

    Triggers when a new SumoQuote project is created.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Report Signed

    Triggers when a Report is signed by all signatories.

    Trigger
    Instant
    Try It
    • Customer First NameRequired

    • Customer Last Name

    • Email

    • Phone

    • Address Line 1Required

    • City

    • State

    • Zip Code

    • Project Id

    • Salesperson Email

    • Date Created

    • CompanyCam Project Id

    Action
    Write
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hubspot logo

About HubSpot

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

Related categories

  • Marketing Automation

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sumoquote logo

About SumoQuote

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

Related categories

  • Proposal & Invoice Management