1.Triggers on qualified stage deal changes
Integrate HubSpot, CRM automation tools, and deal tracking to trigger when a deal moves into the configured qualified stage.
Update deal record with estimate totals and proposal link
Automatically monitor deals moving into the qualified stage across HubSpot. Automatically update deal records with quote totals and a proposal file/linkβso you can prevent manual bid entry by updating amounts, populating cost fields, and attaching the proposal link without manual bid entry.
How this automation updates your deal context
When a deal stage changes and quote details are missing, reps lose bid context and deals stall. This automation finds the linked contact, retrieves quote totals and the proposal PDF, and updates your HubSpot deal recordβso your team can respond fast.
HubSpotor swap with your favorite app
2.Finds associated contact from deal ID
Integrate HubSpot and CRM lookups to retrieve the linked contact record using the deal record ID.
3.Finds quote totals and proposal PDF URL
Integrate PaintScout and quote lookup tools to retrieve totals and the proposal PDF URL using contact email.
PaintScoutor swap with your favorite app
4.Updates deal totals and proposal link fields
Integrate HubSpot and deal record updates to write quote totals and the proposal file or link back to the deal.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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