1.Extract inbound quote fields
Integrate Email by Zapier and email processing tools to extract submission fields and map them to the workflow.
Create or update deal and send signature request
Automatically extract quote details from new inbound email received across Email by Zapier and HubSpot. Create and update when deal references are provided and send Zoho Sign signature requests and confirmationsβso you can progress contracts without manual follow-up.
How this automation accelerates your signed agreements
When inbound quote emails arrive, delays can stall contract progression and slow revenue. This automation extracts submission fields, creates or updates CRM deals, and sends signature requests and confirmationsβso your team can move fast.
Email by Zapieror swap with your favorite app
2.Find or create contact and deal
Integrate HubSpot and CRM tools to find or create the contact and prepare to update the deal when a reference exists.
HubSpotor swap with your favorite app
3.Send signature template request
Integrate Zoho Sign and document automation tools to send the configured signature template and capture the request ID and sign link.
Zoho Signor swap with your favorite app
4.Create or update CRM deal
Integrate HubSpot and CRM tools to create a new deal or update an existing one with the quote and sign link.
5.Confirm signing and deliver link
Integrate Microsoft Outlook, and SMS.to for messaging tools to send confirmation emails and SMS when a phone exists.
Microsoft Outlookor swap with your favorite app
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Add executed agreement PDF to the opportunity record
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Add signed contract date to opportunity record for handoff
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Add signed contract events to campaign analytics feed
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Add signed document note to deal record on completion
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Attach completed eSign PDFs to CRM and archive
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Attach signed bid and mark application complete instantly
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Attach signed contract PDF to client record today
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Attach signed contract PDF to deal and organization record
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Attach signed defect files to deal records for sales handoff
Completed eSign defect records sit in your contracts database and don't update deal records, leaving reps without contract context. Link signed files to deals so reps and billing see contracts the same day.
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Attach signed engagement letter and update deal record
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Attach signed enrollment PDF and update deal status
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution 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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