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Set up your first integration

Quickly connect HubSpot to Quotient with a Zapier template.

Our most popular template

Create Quotient leads from new HubSpot contacts
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HubSpot + Quotient
"create new HubSpot contacts when quotes are sent in Quotient"
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Quotient + HubSpot
Update HubSpot contacts whenever new quotes are sent in Quotient
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Quotient + HubSpot
Create leads in Quotient for new or updated HubSpot companies
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HubSpot + Quotient
Create new Quotient contacts from recently updated or created HubSpot contacts
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HubSpot + Quotient
"add new Quotient quotes to a HubSpot contacts list when a quote is sent"
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Quotient + HubSpot

Create Quotient leads from new HubSpot contacts

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HubSpot + Quotient

"create new HubSpot contacts when quotes are sent in Quotient"

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Quotient + HubSpot

Update HubSpot contacts whenever new quotes are sent in Quotient

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Quotient + HubSpot

Create leads in Quotient for new or updated HubSpot companies

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HubSpot + Quotient

Create new Quotient contacts from recently updated or created HubSpot contacts

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HubSpot + Quotient

"add new Quotient quotes to a HubSpot contacts list when a quote is sent"

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Quotient + HubSpot

Create new HubSpot contacts when quotes are viewed in Quotient
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Quotient + HubSpot
"send new Quotient quotes and create corresponding deals in HubSpot"
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Quotient + HubSpot

How Zapier works

Zapier makes it easy to integrate HubSpot with Quotient - no code necessary. See how you can get setup in minutes.

Select a trigger from HubSpot

A trigger is an event that starts your Zap and runs the workflow. For example, with HubSpot, a trigger could be "New Company."

A trigger is the event that kicks off your automated workflow.

Setup an action from Quotient

An action is what takes place after the automation is triggered. For example, with Quotient, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected HubSpot to Quotient

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your HubSpot to Quotient integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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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.

Connect HubSpot and Quotient to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Instant
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Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
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- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
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- Type of Custom Object
  Required
Trigger
Instant
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- Channel
  Required
- Status
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Polling
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- Type of Custom Object
  Required
Trigger
Instant
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- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Article State
  Required
- Blog Post URL
  Required
- Name
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Contact's Email
  Required
Action
Write
- Note
- Note
- Contact's Email
  Required
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Trigger
Instant
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- Subject
  Required
- Message
  Required
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write

- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Event Type
Trigger
Polling
Try It
- Type
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Blog Url
  Required
- Article State
  Required
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Type
- Assigned To
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact's Email
  Required
- Event ID
  Required
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Message Content
  Required
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
Try It
Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
Try It
- Contact's Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write