1.Monitors deal stage updates
Integrate HubSpot and CRM deal workflows to map deal amount and external lead identifier, so you can trigger quote readiness.
Mark appointments as quotable and set quote value
Automatically monitor deal stage updates for appointments across HubSpot and WhatConverts. Create and update when appointment stage is reached or deal amount is greater than zero or an external lead identifier is presentβso you can set quotable flags, write quote values, and set deal status to Open without manual CRM updates.
How this automation updates quotable leads
When deal stage is updated to the appointment stage, qualified quote context can get missed across teams. This automation finds matching leads, updates quotable flags and quote value, and sets deal status to Openβso your team can see value context instantly.
HubSpotor swap with your favorite app
2.Filters qualifying appointment deals
Integrate Filter by Zapier and qualification rules to continue only for appointment stage reached, positive amount, and an external lead identifier.
Filter by Zapieror swap with your favorite app
3.Finds the matching lead
Integrate WhatConverts and lead lookup tools to find a lead by external lead identifier, so the automation stops on no match.
WhatConvertsor swap with your favorite app
4.Updates the lead quote
Integrate WhatConverts and CRM fields to update the quotable flag, set the quote value, and set configured deal status to Open.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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