Automated Quote Generation from HubSpot Opportunities

• Automatically generate quotes for sales opportunities in HubSpot.
• Streamline the quoting process by integrating CRM data with automated workflows.
• Enhance customer communication by sending personalized quotes via email.

Triggers on deal property changes in HubSpot. Checks if the deal stage is set to quote or proposal. Fetches deal details and associated line items from HubSpot. Assembles a quote model including items, subtotal, tax, and total. Generates terms and conditions using OpenAI's GPT-4. Records the quote in Google Sheets for tracking. Emails the quote summary to the customer.

1. 1
   Import the workflow template into n8n.
2. 2
   Connect your HubSpot and Google Sheets accounts.
3. 3
   Set up your OpenAI credentials.
4. 4
   Configure the email settings for sending quotes.
5. 5
   Test the workflow to ensure proper functionality.