1.Detect new quote form submission
Integrate HubSpot and form submission handling to detect new quote request submissions for deal creation.
Create B2C quote deals and attach contacts from forms
Automatically capture new quote request form submissions across HubSpot. Create and update quote deals when 5 minute delay completes, product catalog lookups succeed, or domain matches contacts and companiesβso you can protect manual re-entry, speed up deal setup, and keep billing-ready records.
How this automation creates quote deals faster
When quote requests land in forms, re-keying data slows proposals and can delay billing readiness. This automation delays processing, looks up product metadata, enriches company and contact matches, and creates or updates CRM deals with line itemsβso your team can quote faster.
HubSpotor swap with your favorite app
2.Delays processing for 5 minutes
Integrate Delay by Zapier and workflow timing to wait 5 minutes so downstream processing completes reliably.
Delay by Zapieror swap with your favorite app
3.Finds product record in tables
Integrate Zapier Tables and product catalog tools to find product IDs and pricing metadata from the submission.
Zapier Tablesor swap with your favorite app
4.Extracts domain from submitter email
Integrate Formatter by Zapier and data parsing tools to transform the submitter email into a domain for lookups.
Formatter by Zapieror swap with your favorite app
5.Creates or updates CRM deal and associations
Integrate HubSpot and CRM records to create or update contacts, create the deal, add line items, and associate company and contacts.
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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
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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
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Jacob Sirrs, Marketing Operations Specialist
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