"update HubSpot deals when reports are sent for signatures in SumoQuote"
Speed up your sales process with this efficient SumoQuote to HubSpot workflow. When a report is sent for signatures in SumoQuote, this automation updates the corresponding deal in HubSpot without any manual intervention. It saves you time, ensures your sales pipeline is always up-to-date, and lets you focus on closing more deals. It's a simple yet powerful solution to streamline your proposal and deal management process.
Speed up your sales process with this efficient SumoQuote to HubSpot workflow. When a report is sent for signatures in SumoQuote, this automation updates the corresponding deal in HubSpot without any manual intervention. It saves you time, ensures your sales pipeline is always up-to-date, and lets you focus on closing more deals. It's a simple yet powerful solution to streamline your proposal and deal management process.
- When this happens...Report 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.
- 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