1.Detect quote-needed deal changes
Integrate HubSpot, CRM tracking, and deal properties to watch for quote-needed flag changes and trigger the workflow.
Create estimate and update project records for new quote requests
Automatically monitor the quote-needed flag change across HubSpot and sales ops tools. Create and update quote and project records when deals are flaggedβso you can format estimate dates, match owners, and launch projects without manual data entry.
How this automation speeds up quote-to-project setup
When quote-needed deals sit unprocessed, estimates and project handoffs stall. This automation monitors deal quote flags, formats estimate dates, finds owners, creates quotes, and updates deal stages and project recordsβso you can act immediately.
HubSpotor swap with your favorite app
2.Filters to qualifying deals
Integrate Filter by Zapier and Zapier logic to continue only for records where the quote-needed flag is true.
Filter by Zapieror swap with your favorite app
3.Formats estimate date
Integrate Formatter by Zapier and date mapping to convert the raw estimate timestamp into a formatted quote date.
Formatter by Zapieror swap with your favorite app
4.Finds owner record in Tables
Integrate Zapier Tables and CRM lookups to match HubSpot owner IDs and retrieve owner email and name.
Zapier Tablesor swap with your favorite app
5.Creates the quote in PaintScout
Integrate PaintScout, quote fields, and address mapping to create a quote with contact, job, and quote date details.
PaintScoutor swap with your favorite app
6.Updates deal with quote details
Integrate HubSpot and CRM records to update quote number, quote URL, estimate date, and deal stage.
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
Connect your tools
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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
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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
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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.
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