1.Monitor new lead submission
Integrate Quote Studio to trigger on each new quote submission and pass raw payload into the workflow.
Add quoted leads to CRM and create notes
Automatically monitor new lead submissions from Quote Studio across Quote Studio and HubSpot. Create and update CRM contacts and engagement notes when quote submissions arrive, contact details are parsed, or quote options changeβso you can route leads to the right CRM record, capture quote context, and brief schedulers without manual data entry.
How this automation updates your lead records
When new quote submissions arrive, lead context can be lost and schedulers may chase missing details. This automation parses and normalizes quote data, then finds or creates CRM contacts and creates engagement notesβso your team can act on each quote right away.
Quote Studioor swap with your favorite app
2.Parses lead submission
Integrate AI by Zapier to parse freeform submission into structured contact, address, and quote option fields.
AI by Zapieror swap with your favorite app
3.Normalizes contact and address
Integrate Formatter by Zapier and data formatting tools to normalize phone, created dates, and address components.
Formatter by Zapieror swap with your favorite app
4.Finds or creates contact
Integrate HubSpot and CRM search tools to find by email and create or update the contact record.
HubSpotor swap with your favorite app
5.Creates engagement note
Integrate HubSpot and note templates to create an engagement note with quote selections and estimated payment figures.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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