1.Monitors new form submissions
Integrate HubSpot and form handling tools to detect new quote form submissions and trigger the automation.
Create and route sales deals from qualifying quote requests
Automatically monitor new quote form submissions across HubSpot and Pipedrive. Create and update deals when purchase intent, rental intent, or qualifying photo uploads happenβso you can create CRM deals, attach files, and notify reps without manual follow-up.
How this automation routes qualified deals to sales
When new form submissions need review, delays can stall deal momentum and reps may miss key context. This automation filters by intent, formats attachments, looks up product classifications, and creates deals and outreach emailsβso your team can move immediately.
HubSpotor swap with your favorite app
2.Applies qualification rules
Integrate Filter by Zapier to check purchase and rental intents and to continue only for qualifying submissions.
Filter by Zapieror swap with your favorite app
3.Creates usable photo file URLs
Integrate Formatter by Zapier and file routing tools to generate a photo URL and map it to the attachment field.
Formatter by Zapieror swap with your favorite app
4.Looks up product classification
Integrate Webhooks by Zapier and product lookup services to call your endpoint and map classification to routing fields.
Webhooks by Zapieror swap with your favorite app
5.Creates deals with attachments
Integrate Pipedrive and CRM workflow tools to find or create people, create a deal, and attach the public file URL.
Pipedriveor swap with your favorite app
6.Sends internal deal email
Integrate Gmail and inbox routing tools to send the deal link with the attached file to the configured sales inbox.
Gmailor swap with your favorite app
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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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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.
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