1.Captures quote follow-up fields
Integrate Jotform, form mapping, and pipeline lookup tools to capture submission fields and prioritize follow-up tasks.
Create sales follow-up tasks from quote follow-up forms
Automatically capture new quote follow-up form submissions across Jotform, Simpro, and Asana. Create and prioritize tasks when new submission lands, quote reference is provided, or call preference is selectedβso you can assign follow-up work, populate task details, and place it in the right project without manual follow-up tracking.
How this automation assigns your follow-up tasks
When Jotform new submission happens, follow-ups get delayed and leads lose momentum. This automation searches Simpro records and creates prioritized Asana tasks and updates project placementβso your team can respond to quotes at the right time.
Jotformor swap with your favorite app
2.Looks up quote and customer
Integrate Simpro and CRM lookup tools to find the quote, then return the matched customer record for task context.
Simproor swap with your favorite app
3.Filters by quote status check
Integrate Filter by Zapier and decision rules to continue only for qualifying quote statuses so tasks are stage-accurate.
Filter by Zapieror swap with your favorite app
4.Formats phone and maps owner
Integrate Formatter by Zapier and data formatting tools to apply a salesperson lookup and format the phone for tasks.
Formatter by Zapieror swap with your favorite app
5.Creates and updates the Asana task
Integrate Asana and project boards to create the task, add notes, place it in the mapped section, and assign the owner.
Asanaor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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