1.Detect new deal
Integrate HubSpot to watch new deal creation and trigger the automation for quote extraction.
Update ERP quote ID on matched pipeline deals
Automatically monitor new deal arrivals and extract ERP quote IDs across HubSpot and Zapier tools. Create and update when deals are created, deals are assigned to the business unit, or deal titles match ERP quote formatsβso you can populate ERP quote fields, update CRM deals, and improve billing handoffs without manual quote entry.
How this automation updates your ERP quote reference
When new deals land without an ERP quote reference, billing and operations can lose the trail. This automation filters by business unit, extracts ERP quote tokens, and updates the HubSpot deal recordβso your team can avoid retyping quote IDs.
HubSpotor swap with your favorite app
2.Filters by business unit
Integrate Filter by Zapier to check the configured business unit and continue only for matching deals.
Filter by Zapieror swap with your favorite app
3.Extracts ERP quote token
Integrate Formatter by Zapier and regex tools to extract the ERP quote identifier from the deal title.
Formatter by Zapieror swap with your favorite app
4.Continues only on match
Integrate Filter by Zapier to proceed only when the formatter finds a qualifying quote pattern.
5.Updates deal ERP quote
Integrate HubSpot to update the existing deal with the extracted ERP quote property using the deal ID.
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Step 1
Connect your tools
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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
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