1.Detect lead status changes
Integrate HubSpot to watch contact property updates and trigger intake creation for qualifying lead-status changes.
Notify operations and create quote records for advisers
Automatically detect lead status updates in HubSpot and route work across Airtable and email. Create consultant references, generate quote records, and alert operations when research is completeβso you can start quoting without manual follow-up or data entry.
How this automation creates quote-ready intake records
When lead-status updates get stuck between research and quoting, delays can stall deals. This automation monitors HubSpot updates, filters qualifying contacts, creates Airtable records, and alerts operations so quoting can start fast.
HubSpotor swap with your favorite app
2.Filters qualifying lead status
Integrate Filter by Zapier and CRM conditions to continue only when lead-status matches the research complete value.
Filter by Zapieror swap with your favorite app
3.Creates ID converter record
Integrate Airtable and data mapping tools to create a consultant reference in the ID converter table.
Airtableor swap with your favorite app
4.Creates quote record
Integrate Airtable and data mapping tools to create a new quote intake record and set initial quote status.
5.Sends operations email
Integrate Gmail and email templates to notify operations and include next steps with consultant CC from the converter record.
Gmailor swap with your favorite app
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Speed up quote generation with automated request capture, lead routing, and quote updates
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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