1.Detects new form submission
Integrate HubSpot and CRM forms to map submission fields to quote placeholders and contact lookup inputs to trigger quote generation.
Create customer quote document from online form submission
Automatically watch for new form submissions in HubSpot across Zapier Tables, Formatter by Zapier, and Google Docs. Create priced quote documents and capture contacts, so you can deliver quotes fast, keep pricing consistent, and reduce manual paperwork.
How this automation creates customer quote documents
When new form submissions arrive, delays can stall quoting and pricing consistency. This automation calculates pricing, generates quote documents, and creates or updates contactsβso your team can send quotes without manual follow-up.
HubSpotor swap with your favorite app
2.Finds pricing table records
Integrate Zapier Tables and data tables to find the matching pricing record and retrieve base price and options to calculate quotes.
Zapier Tablesor swap with your favorite app
3.Calculates add-ons and discounts
Integrate Formatter by Zapier and calculation tools to apply add-ons and percentage discounts, then format the total as currency.
Formatter by Zapieror swap with your favorite app
4.Creates quote document from template
Integrate Google Docs and document templates to create the priced quote, then save the file to a configured folder.
Google Docsor swap with your favorite app
5.Finds or creates contact
Integrate Google Contacts and contact directory tools to find by email or create a new contact and map name and phone.
Google Contactsor swap with your favorite app
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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.
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