1.Catches incoming quote submissions
Integrate Webhooks by Zapier and form fields to extract quote submission data and to map source fields to lead columns.
Add incoming quote requests to lead tracker and send offer
Automatically capture quote submissions and update lead tracker data across Webhooks by Zapier and Google Sheets. Create and update lead records and send offers when quote submissions arrive, hook receives new fields, or records qualifyβso you can protect response speed, keep processed timestamps, and deliver GetAccept templates without manual spreadsheet work.
How this automation accelerates quote follow-up
When incoming quote requests arrive but sit untracked, leads stall and response windows close. This automation captures submissions, updates your lead tracker, logs processed records, and sends a GetAccept estimateβso you can follow up fast and consistently.
Webhooks by Zapieror swap with your favorite app
2.Finds or updates a lead row
Integrate Google Sheets and spreadsheet lookup tools to find leads by email and to update or create the lead tracker row.
Google Sheetsor swap with your favorite app
3.Appends processed leads with timestamp
Integrate Google Sheets and reporting worksheets to append processed-leads records with source and received timestamps for visibility.
4.Qualifies records for follow-up
Integrate Filter by Zapier and qualification rules to continue only for records that meet configured partner routing and consent criteria.
Filter by Zapieror swap with your favorite app
5.Sends an estimate template
Integrate GetAccept and estimate templates to send a signature-ready estimate and to set expiration and SMS sending when mobile is present.
GetAcceptor swap with your favorite app
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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.
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