1.Catches inbound offer submissions
Integrate Webhooks by Zapier to catch inbound offer submissions and route the lead intake flow to downstream steps.
Add inbound offer leads to marketing list and notify sales
Automatically capture incoming offer submissions across Webhooks by Zapier and marketing tools. Create and update subscriber records, annotate related quotations, and notify sales contacts without manual follow-up when webhooks arrive, campaign fields are received, or quotation matches are detectedβso you can update audience profiles, enrich quote context, and respond fast.
How this automation accelerates inbound lead follow-up
When offer submissions hit your webhook, delays can stall follow-up and reduce conversion. This automation adds or updates subscribers and enriches quotation records, then finds dispatch contacts and notifies salesβso your team responds while intent is fresh.
Webhooks by Zapieror swap with your favorite app
2.Adds or updates subscriber
Integrate Mailchimp and marketing audience tools to add or update subscribers so campaign tags and subscription status stay current.
Mailchimpor swap with your favorite app
3.Finds and annotates quotation
Integrate Elfsquad CPQ and CPQ data tools to find quotations and annotate them with the campaign title for context.
Elfsquad CPQor swap with your favorite app
4.Extracts postal prefix and maps group
Integrate Formatter by Zapier and lookup tables to extract postal prefix and map the lead to a dispatch group id.
Formatter by Zapieror swap with your favorite app
5.Finds dispatch record and contact
Integrate Zapier Tables and CRM-style records to find the dispatch row and return the group primary contact email.
Zapier Tablesor swap with your favorite app
6.Sends email to sales contact
Integrate Microsoft Outlook and email notification tools to send sales follow-up with quote reference details and CC the owner.
Microsoft Outlookor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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