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Set up your first integration
Quickly connect HubSpot to Quotient with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HubSpot with Quotient - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create Contact" in Quotient.
You’re connected!
Zapier seamlessly connects HubSpot and Quotient, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and Quotient
Track accepted quotes in CRM
Streamline sales tracking by updating HubSpot with accepted quotes from Quotient. When a quote is marked as accepted in Quotient, Zapier will create or update the corresponding deal in HubSpot. This ensures your CRM reflects the latest sales status, improving visibility and alignment across teams.
Business OwnerUpdate marketing leads from sent quotes
Enhance lead tracking by syncing sent quotes with HubSpot contacts. When a quote is sent from Quotient, Zapier will create or update a contact in HubSpot as a marketing lead, ensuring no potential opportunities are missed in follow-ups.
Marketing & Marketing OpsLog customer interactions from Quotient in CRM
Keep customer records comprehensive by syncing Quotient customer questions into HubSpot. When a customer asks a new question in Quotient, Zapier will log this interaction under the relevant contact in HubSpot. This helps maintain interaction history and supports a more personalized sales approach.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + Quotient integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Quotient
What is required to set up an integration between HubSpot and Quotient?
To set up an integration between HubSpot and Quotient, you'll need active accounts on both platforms. Our integration process involves connecting these accounts through your Zapier account, and you may need to enable certain permissions for access. Ensure you know which data fields or events will trigger actions in your workflow.
How can I ensure that new contacts in HubSpot automatically appear in Quotient?
You can automate the addition of new contacts by setting up a trigger where every new contact created in HubSpot results in the creation of a corresponding entry in Quotient. Under integrations, select 'New Contact' as the trigger event in HubSpot and 'Create Person' action for Quotient.
Is it possible to trigger a quote creation when a deal is closed in HubSpot?
Yes, you can set up a workflow where closing a deal in HubSpot serves as the trigger for generating a quote automatically in Quotient. Simply choose 'Deal Closed' as the trigger event, which leads to executing the 'Create Quote' action within your Quotient account.
What happens if there's an issue with syncing data between HubSpot and Quotient?
If there's any issue with syncing data between these two platforms, first check if there are any configuration errors or permission issues. Our system logs detailed error messages which can guide troubleshooting steps. Ensuring correct mapping between fields typically resolves most sync issues.
Can I update existing quotes in Quotient based on changes made in HubSpot properties?
Yes, updates to existing quotes can be automated by setting property changes in HubSpot as triggers for updating corresponding quotes within Quotient. This may involve using 'Property Changed' as your trigger event linked to an 'Update Quote' action.
How frequently is the data synchronized between HubSpot and Quotient?
Data synchronization frequency depends on the specific rule configurations. We typically facilitate real-time syncing when triggers are configured correctly unless there are custom settings defined for periodic sync intervals.
Are there any limits on data volume during integration?
There might be certain limitations depending on your subscription tiers with each platform especially concerning API calls or record counts per time period. Check respective quotas from both HubSpot and our system guidelines when planning large-scale sync operations.
