1.Detect new quote (estimate)
Integrate Moneybird and estimate tracking to monitor quote events and start the sales deal workflow.
Create a sales deal from a sent estimate
Automatically create sales deals from new estimates across Moneybird and HubSpot. Create and update when new quote is sent, quote email is present, or estimate details changeβso you can protect timely outreach, keep deal context, and assign owners without manual data entry.
How this automation accelerates your estimate follow-up
When new Moneybird quotes arrive, missed CRM entry slows outreach and leaves deal context behind. This automation monitors quote events and creates contacts, delays duplicates, and creates HubSpot dealsβso your team can act fast on each estimate.
Moneybirdor swap with your favorite app
2.Find or create estimate contact
Integrate HubSpot and CRM contact matching to match by company and email and create contacts when needed.
HubSpotor swap with your favorite app
3.Delay for estimate batching
Integrate Delay by Zapier and task scheduling to pause near-term estimates and avoid duplicate rapid-fire entries.
Delay by Zapieror swap with your favorite app
4.Create sales deal from estimate
Integrate HubSpot and deal pipelines to create deals with amount, date, owner, and the configured stage.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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