Refound your company for the AI era at ZapConnect 2026. Save your spot →

Marketo + QuoteCloud

Create QuoteCloud documents for new Marketo leads effortlessly

Generate sales documents in QuoteCloud instantly when new leads are added to Marketo with this efficient automation. Set up this workflow to seamlessly create new documents in QuoteCloud for every fresh lead in Marketo, ensuring your sales team is always prepared with the right materials for their upcoming interactions. Streamline your sales process, save time, and boost productivity by connecting your Marketo leads with QuoteCloud document creation.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create DocumentCreates a document with user details and proposal template and pricing information all potentially supplied.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Marketo and QuoteCloud

Discover other triggers and actions you can use with Marketo and QuoteCloud

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company ID
  Required
Action
Write
- Folder
  Required
- Name
  Required
- Program Description
- Program type
  Required
- Channel
  Required
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- E-Mail Address
  Required
- Additional fields to retrieve
Action
Search

- Company Name
  Required
- External Company ID
  Required
Action
Search or write
New Contact Created
Triggers when a new contact is added to the address book.
Trigger
Instant
Try It
Contact Updated
Triggers when a QuoteCloud contact genuinely changes.
Trigger
Instant
Try It
- Comment Event
Trigger
Instant
Try It
- Raw Pricing and E-Sign Data
Trigger
Instant
Try It
- Raw Pricing and E-Sign Data
Trigger
Instant
Try It
- Raw Pricing and E-Sign Data
Trigger
Instant
Try It
- Payment Event
Trigger
Instant
Try It
- Raw Pricing and E-Sign Data
Trigger
Instant
Try It
- Document Status
  Required
- Raw Pricing and E-Sign Data
Trigger
Instant
Try It
- Change Type
Trigger
Instant
Try It
Recipient Signed Document
Triggers when an identified recipient completes every signature field assigned to them.
Trigger
Instant
Try It
- Document Number
  Required
Action
Write
- Document Number
  Required
- Copy Type
  Required
- New Document Title
Action
Write
- Document Title
  Required
- Document Subtitle
- Replace Existing Pricing Table Rows
- Table API Link Id
- Line Item Label
- Line Item Notes
- Row Type
  Required
- Price
- Quantity
- Term Based Product
  Required
- Term
- Tax Type
- Tax
- Discount Type
- Discount
- Cost
- Auto Send Document
  Required
- Send to Email Addresses
- Send CC Email Addresses
- Send Email Subject
- Send Email Body
- Send Email Attach PDF
Action
Write
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Write
- Document Number
  Required
- Page ID
- Preview Width
Action
Write
- Delivery Reference
  Required
- New Delivery Time
  Required
- Time Zone
  Required
Action
Write
- Delivery Reference
  Required
Action
Write
- Document Number
  Required
Action
Write
- Document Number
  Required
- Title
- Subtitle
- Renewal Date
- Forecast Date
- Forecast Confidence
- Forecast Estimated Value
- Clear Fields
Action
Write
- Document Number
  Required
- Recipient Reference
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Job Title
- Company
- Address
- Account Reference
- Recipient Role
- Notify Document Owner When Opened
Action
Write
- Document Number or Reference
  Required
- Image Target
  Required
- Cell ID
- Image File
- File Name
- MIME Type
- Source System
- Source File ID
- Source Version
- Alt Text
- Fit
- Focal Point X
- Focal Point Y
- Zoom
- Idempotency Key
Action
Write
- Document Number
  Required
- Detail Level
  Required
Action
Search
- Delivery Reference
  Required
Action
Search
- Document Status
  Required
Action
Search
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Search
- Page Size
- Page Cursor
Action
Search
- Document Number
  Required
- Comment Status
- Page Size
- Page Cursor
Action
Search
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Search or write

- List
- Additional Fields
Trigger
Polling
Try It
- Zap_id
- Program Context
  Required
- Campaign Context
  Required
- Program Context
  Required
- Program Member Context
  Required
Trigger
Instant
Try It
- List
  Required
- Lead
  Required
Action
Write
- Partition
Action
Write
- Program
  Required
- Name
- Program Description
- Start Date
- End Date
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write
- Company Name
  Required
Action
Search
- Field to search
  Required
- Search value
  Required
- Additional fields to retrieve
Action
Search
- E-Mail Address
  Required
- Additional fields to retrieve
- Partition
Action
Search or write
Contact Removed
Triggers when a QuoteCloud contact is deleted, using its safe pre-delete snapshot.
Trigger
Instant
Try It
- Raw Pricing and E-Sign Data
Trigger
Instant
Try It
Document Created
Triggers when a customer QuoteCloud document is fully created.
Trigger
Instant
Try It
- Delivery Status
Trigger
Instant
Try It
- Raw Pricing and E-Sign Data
Trigger
Instant
Try It
- Raw Pricing and E-Sign Data
Trigger
Instant
Try It
- Raw Pricing and E-Sign Data
Trigger
Instant
Try It
- Raw Pricing and E-Sign Data
Trigger
Instant
Try It
Form Submitted on Document
Triggers when a recipient submits a form on a document.
Trigger
Instant
Try It
Recipient First Viewed Document
Triggers when an identified private recipient first views a document.
Trigger
Instant
Try It
- Document Number
  Required
- Existing Contact
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Job Title
- Company
- Address
- Account Reference
- Recipient Role
  Required
- Notify Document Owner When Opened
  Required
Action
Write
- Delivery Reference
  Required
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Write
- Document Number
  Required
- Comment
  Required
Action
Write
- Document Number
  Required
- Decision
  Required
- Reason
Action
Write
- Document Number
  Required
- PDF Mode
  Required
Action
Write
- Document Number
  Required
Action
Write
- Document Number
  Required
- To
  Required
- CC
- BCC
- Email Subject
- Email Content
- Attach Document PDF
- Document Expires At
Action
Write
- Find Contact By
  Required
- Existing Email Address or Contact ID
  Required
- New Email Address
- First Name
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Write
- Document Number
  Required
- Comment Reference
  Required
- Action
  Required
Action
Write
- Document Number or Reference
  Required
- New Status
  Required
- Outcome Reason
Action
Write
- Search By
  Required
- Email Address or Contact ID
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Document Number or Reference
  Required
Action
Search
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Search
- Search By
  Required
- SKU or Product ID
  Required
Action
Search
- Status Changed After
- Sort By
- Document Status
- Owner Email
- Document Source
- Created After
- Created Before
- Page Size
- Page Cursor
Action
Search
- Product State
  Required
- Page Size
- Page Cursor
Action
Search
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Search or write

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Premium

Similar apps

HubSpot

Marketing Automation

Pardot

Marketing Automation

Intercom

Customer Support

About QuoteCloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

HelpHelp

Related categories

Proposal & Invoice Management