ArcSite + HubSpot
Create new HubSpot deals when proposals are approved in ArcSite
This workflow allows you to streamline your sales process by instantly creating a new deal in HubSpot when a proposal is approved in ArcSite. This smooth and efficient process saves you valuable time and ensures all approved proposals are swiftly acted upon in your sales pipeline. Get your deals rolling as soon as a proposal gets a green light, enhancing your productivity and sales speed.
This workflow allows you to streamline your sales process by instantly creating a new deal in HubSpot when a proposal is approved in ArcSite. This smooth and efficient process saves you valuable time and ensures all approved proposals are swiftly acted upon in your sales pipeline. Get your deals rolling as soon as a proposal gets a green light, enhancing your productivity and sales speed.
- When this happens...Proposal Approved
Triggered when a proposal is approved by customer.
- automatically do this!Create Deal
Creates a Deal in HubSpot.
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Drawing Updated
Triggers when a drawing is edited and uploaded from ArcSite App as a new version.
Try ItProject Created
Triggers when a new project is created.
Try ItProject NameRequired
Project Owner (Email or Full Name)Required
Customer Name
Customer Phone
Customer Second Phone
Customer Email
Customer Second Email
Customer Address Street
Customer Address City
Customer Address County
Customer Address State
Customer Address Zip Code
Job Number
Worksite Address Street
Worksite Address City
Worksite Address County
Worksite Address State
Worksite Address Zip Code
SalesRepresentative Name
SalesRepresentative Phone
SalesRepresentative Email
Project Tag
Custom Fields
Drawing IDRequired
