1.Catches incoming quote submission
Integrate Webhooks by Zapier and analytics tools to map the submission payload fields into matching lead columns.
Create lead row from inbound quote webhook submissions
Automatically capture quote submission payloads across Webhooks by Zapier, Formatter by Zapier, Code by Zapier, Smartsheet, and CloudConvert. Create and update lead rows when quote payload arrives, submission ID appears, or hook firesβso you can enrich disclosure fields, consolidate coverage, and attach PDFs without manual data entry.
How this automation creates lead records faster
When incoming quote submissions come in, delays can leave sales teams chasing data and missing follow-up windows. This automation maps payload fields and builds a Smartsheet lead row while converting submission text to PDF and attaching the fileβso your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Looks up disclosure and options
Integrate Formatter by Zapier and data transformation tools to evaluate disclosure answers and map them to the lead row.
Formatter by Zapieror swap with your favorite app
3.Consolidates coverage selections
Integrate Code by Zapier and data transformation tools to consolidate coverage selections into one display string.
Code by Zapieror swap with your favorite app
4.Adds a lead row
Integrate Smartsheet and spreadsheets to create a new lead row with mapped contact and business fields.
Smartsheetor swap with your favorite app
5.Converts details to a PDF
Integrate CloudConvert and file conversion tools to convert submitted text details to a PDF and return a file URL.
CloudConvertor swap with your favorite app
6.Attaches the PDF to the row
Integrate Smartsheet and file attachment tools to attach the converted PDF to the created lead row when an upload exists.
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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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