1.Detects quote sent event
Integrate Quotient and CRM tracking tools to detect a quote sent event and trigger quote-to-CRM updates.
Update CRM deal and note when quote is sent
Automatically monitor quote sent events across Quotient and HubSpot. Create and update when deals refresh, contacts get updated, and notes get loggedβso you can maintain quoted totals and audit trails without manual data entry.
How this automation keeps your CRM quotes accurate
When quote details land and no one updates CRM fields, deals can go out with wrong totals and missing audit context. This automation finds or creates the deal, updates the deal record, upserts the contact, and creates engagement notesβso your team can trust quoted information in CRM.
Quotientor swap with your favorite app
2.Finds deal by customer email
Integrate HubSpot and CRM deal search tools to find the deal by customer email and to create it on no match.
HubSpotor swap with your favorite app
3.Updates deal record
Integrate HubSpot and CRM field mapping tools to update the deal amount, deal link, and quote sent description.
4.Upserts contact record
Integrate HubSpot and contact sync tools to upsert the quote recipient contact by email and create on no match.
5.Creates engagement note
Integrate HubSpot and CRM notes tools to create an engagement note, associate it to the deal and contact, and map quote reference fields.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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