1.Detect new quote form entry
Integrate Cognito Forms and form processing tools to capture submission fields and trigger lead creation when a quote form is submitted.
Create and update lead records from quote form
Automatically monitor new quote form entries across Cognito Forms, Formatter by Zapier, and Airtable. Create and update when quote submitted, submission ID captured, or contact details enteredβso you can deduplicate lead records, create quote records, and post owner context without manual follow-up.
How this automation accelerates quote follow-up
When quote submissions arrive in multiple formats, delays can slow lead routing and estimator review. This automation formats inputs, upserts lead records, creates quote records, and posts contextβso your team can follow up faster.
Cognito Formsor swap with your favorite app
2.Normalize phone and attachments
Integrate Formatter by Zapier and data cleanup tools to normalize phone numbers and default missing text attachments.
Formatter by Zapieror swap with your favorite app
3.Find lead record by email
Integrate Airtable and database lookup tools to find an existing lead record by email.
Airtableor swap with your favorite app
4.Create or update lead profile
Integrate Airtable and CRM record tools to upsert the lead profile and set the quote status default.
5.Dedupe and create quote records
Integrate Looping by Zapier and Code by Zapier to loop quote line items and create unique quote records.
6.Create lead quote comment
Integrate Airtable and activity tracking tools to create a comment record tied to the lead and quote.
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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.
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