1.Detect form submission created
Integrate Zapier Forms and form fields to capture each quick quote submission and map values to deal variables.
Create CRM deals from quick quote form submissions
Automatically monitor quick quote form submissions across Zapier Forms and route the right deal inputs into HubSpot. Create and update deals when submissions are created, numbers and dates are calculated, and ownership is resolvedβso you can trigger follow-up, log line items, and keep dates accurate without manual reporting.
How this automation creates new deals from quick quotes
When quick quote submissions arrive without structure, leads can stall because deal records, owners, and key dates are missing. This automation captures submissions, computes timing and values, looks up ownership and contacts, and creates a deal with line itemsβso your team can act immediately.
Zapier Formsor swap with your favorite app
2.Calculate lead time and dates
Integrate Formatter by Zapier and date tools to compute lead-time, close date, alert date, and expiration date from submissions.
Formatter by Zapieror swap with your favorite app
3.Lookup rep record for owner
Integrate Zapier Tables and data lookup tools to match rep identifiers and return the correct owner id or fallback.
Zapier Tablesor swap with your favorite app
4.Find or create contact
Integrate HubSpot and CRM contact matching to match by email and create a contact when no record exists.
HubSpotor swap with your favorite app
5.Create deal and line item
Integrate HubSpot and CRM pipelines to create the deal, set amounts and dates, and add associated line items to the contact.
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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