Create Quote with a Form Submission

[ODigital5]

Hi 

We will like to create a quote after a form submission.

This is for a car insurance company.

We have a CSV with 3 elements that would determine the final price:

- Type of car

- Car value

- Payment type (monthly- annual)

Is it possible for Hubspot to look into the CSV fields based on form answers and calculate the quote after submission?

Thanks so much

[himanshurauthan · Accepted solution]

Hey @ODigital5  

Sure. HubSpot offers the functionality to calculate a quote after form submission via a workflow with a Custom Code Action (requires Operations Hub Pro or Enterprise).

Your CSV data (car type, value, payment type) will have to be stored in a custom object or any external source.

The form inputs can be matched to this data to calculate and send the quote automatically.  

Thanks and hope this is helpful. Let me know if you have any further questions regarding the same. 

[kosalaindrasiri · Accepted solution]

Hey @ODigital5,

HubSpot’s native forms and workflows don’t directly support dynamic pricing from CSV files, but with Operations Hub and custom code actions, you can extend functionality.

Also refer: https://developers.hubspot.com/docs/reference/api/automation/custom-code-actions

Regards,

[Nhal]

Totally doable, just need to know: do you want the quote shown on-screen or emailed after submission? If you're using Ops Hub Pro, you can add a workflow with a custom code action that grabs the form answers, matches them to your CSV data (which you’d need to store somewhere like Google Sheets, Airtable, or as a custom object), and calculates the price. I once set this up using Google Sheets and a webhook—it worked great for keeping pricing logic flexible. Let me know what setup you're working with, and I can help wire it up. If Ops Hub is too expensive, Zapier can be a cheaper bridge to your external docs

[kosalaindrasiri · Accepted solution]

Hey @ODigital5,

HubSpot’s native forms and workflows don’t directly support dynamic pricing from CSV files, but with Operations Hub and custom code actions, you can extend functionality.

Also refer: https://developers.hubspot.com/docs/reference/api/automation/custom-code-actions

Regards,

[ODigital5 · Accepted solution]

Thanks so much Kosalaindrasiri for your quick response and for pointing me in the direction. It seems it will require some dev work too right?

Have a great day

[kosalaindrasiri]

Yes @ODigital5,

It will require some development work to get this running smoothly. I recommend working with a developer to set up the CSV processing and quote calculation logic.

If you’d like, my team and I are available to help you with both the technical setup and the overall strategy. We can handle the development for you, or simply guide your team through the process, whatever suits your needs best.

If you’re interested, let’s schedule a quick consultation to discuss your goals and map out the next steps. I’m here to make sure your quoting process is seamless and effective!

Thanks!

[himanshurauthan · Accepted solution]

Hey @ODigital5  

Sure. HubSpot offers the functionality to calculate a quote after form submission via a workflow with a Custom Code Action (requires Operations Hub Pro or Enterprise).

Your CSV data (car type, value, payment type) will have to be stored in a custom object or any external source.

The form inputs can be matched to this data to calculate and send the quote automatically.  

Thanks and hope this is helpful. Let me know if you have any further questions regarding the same. 

[ODigital5]

Thanks so much himanshurauthan for your quick response and for pointing me in the direction. It seems it will require some dev work too right?

Have a great day