1.Monitors quote sent events
Integrate PaintScout, quote status tracking tools, and payload mapping to capture quote status changed events to set up follow-up matching
Mark sent quote as primary deal for follow-up
Automatically track quote status changes across PaintScout and HubSpot. Mark sent quotes as primary follow-up deals when quote becomes sent, quote status changes, or sent quotes detectedβso you can validate matches, associate contacts, and update deals without manual follow-up setup.
How this automation sets your primary follow-up deal
When quote status changes to sent, delays can stall follow-up and create mismatched outreach lists. This automation locates the right deal, finds the buyer contact, and updates the deal to mark the primary sales follow-upβso your team can move quickly.
PaintScoutor swap with your favorite app
2.Filters qualifying records
Integrate Filter by Zapier and data validation rules to verify qualifying records with a source quote reference or linked CRM ID
Filter by Zapieror swap with your favorite app
3.Finds deal by ID
Integrate HubSpot and CRM lookup tools to map the source quote reference to a deal ID and retrieve the deal record
HubSpotor swap with your favorite app
4.Finds contact by email
Integrate HubSpot and contact search tools to map the buyer email and return the first matching contact
5.Associates contact and updates deal
Integrate HubSpot and association tools to associate the contact to the deal and set the primary sales follow-up property
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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
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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Marcelo Lebre, Co-Founder
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