1.Detects new quote form submissions
Integrate HubSpot and form submission tools to catch quote fields and map them to CRM-ready variables.
Create sales deal from website quote form submissions
Automatically monitor new quote submissions across HubSpot forms. Create and update when quote submitted, contact email captured, or company presence detectedβso you can upsert contacts, create CRM deals, and trigger follow-up outreach without manual data entry.
How this automation creates CRM deals from quotes
When a new quote form submission lands, delays can stall follow-up and create missing CRM records. This automation upserts contacts and formats dates and creates deals and triggers deal follow-upβso your team can respond faster.
HubSpotor swap with your favorite app
2.Upserts contact by email
Integrate HubSpot and CRM mapping tools to match by email, set lifecycle stage, and update contact properties.
3.Formats the submitted date
Integrate Formatter by Zapier and date formatting tools to convert the submission date into CRM-ready MM/DD/YYYY.
Formatter by Zapieror swap with your favorite app
4.Creates and associates a deal
Integrate HubSpot and CRM pipeline tools to create the deal, set stages, map fields, and associate the contact.
5.Runs follow-up and activity logging
Integrate Sub-Zap by Zapier and CRM activity logging to send the client email and log activity for the new deal.
Sub-Zap by Zapieror swap with your favorite app
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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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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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