Question

Looking to pull HubSpot quote information into Smartsheets

  • 26 July 2021
  • 1 reply
  • 6 views

Using Hubspot Professional: Looking to export signed quote content to a smart sheet (sheet or prefill a form).


1 reply

Userlevel 6
Badge +6

Hi @Berks 

While there is no native zapier integration to trigger on when a quote is signed, you may able to set this up through hubspot automation. First, open hubspot automation and check if you see “Quote”, so you need to set up an automation in hubspot when a quote is created it sends out data to a Webhook endpoint. Then you can use “Webhook by Zapier” to get the URL which you can add into the hubspot automation for sending data to. Then in Zapier, you can map the data sent to Webhook URL to your smartsheet.

Reply