HubSpot + SumoQuote

Create new SumoQuote projects from new HubSpot deals

Improve your project management efficiency with this robust workflow. When a new deal comes to life in HubSpot, a corresponding project will be automatically initiated in SumoQuote. This grants you the convenience of streamlining both your sales and project pipelines, ensuring neither falls behind. Experience the ease of having your project-related tasks respond instantly to your sales activities.

Improve your project management efficiency with this robust workflow. When a new deal comes to life in HubSpot, a corresponding project will be automatically initiated in SumoQuote. This grants you the convenience of streamlining both your sales and project pipelines, ensuring neither falls behind. Experience the ease of having your project-related tasks respond instantly to your sales activities.

  1. When this happens...
    HubSpotHubSpot
    New Deal

    Triggers when a new Deal is created.

    TriggerInstant
  2. automatically do this!
    SumoQuoteSumoQuote
    Create Project

    Creates a new SumoQuote Project

    ActionWrite
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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
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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