HubSpot + Quotient
"send new Quotient quotes and create corresponding deals in HubSpot"
Streamline your sales process with this efficient workflow. Whenever you send a quote in Quotient, a new deal will be created in HubSpot immediately. This swift communication between the apps ensures your sales pipeline stays up-to-date, allowing you to focus more on closing deals and less on administrative tasks. Boost your productivity and keep everything organized with this seamless integration.
Streamline your sales process with this efficient workflow. Whenever you send a quote in Quotient, a new deal will be created in HubSpot immediately. This swift communication between the apps ensures your sales pipeline stays up-to-date, allowing you to focus more on closing deals and less on administrative tasks. Boost your productivity and keep everything organized with this seamless integration.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Deal
Creates a Deal in HubSpot.
- Free forever for core features
- 14 day trial for premium features & apps
Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer 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.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
