1.Monitors deal stage changes
Integrate HubSpot and CRM record data to detect deal stage changes and trigger quote workflows.
Create and publish quote draft from deal stage
Automatically detect deal stage changes in HubSpot across CRM deals. Create and publish quote drafts when deals reach the configured quote-send stageβso you can generate quote JSON, set published status, and track quote IDs without manual quote drafting.
How this automation publishes quote drafts your team can send
When deal stage changes in HubSpot, delayed quote drafts can stall seller delivery. This automation builds quote drafts from deal line items and publishes them with updated statusβso your team can send quotes with confidence.
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2.Finds deal associations
Integrate HubSpot and CRM lookups to find associated contact, company, and line item IDs for quote creation.
3.Gets owner info
Integrate Webhooks by Zapier and CRM owner data to fetch owner name and email to populate sender fields.
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4.Clones line items and builds JSON
Integrate Code by Zapier and quote mapping tools to clone line items and build the JSON body for the draft.
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5.Creates and publishes quote draft
Integrate Webhooks by Zapier and delay processing to post a create draft, wait, and patch published status.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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