1.Catch quote request webhook
Integrate Webhooks by Zapier and webhook tools to receive quote request payloads.
Create qualified lead records from quote requests for sales
Automatically catch quote request webhooks across Webhooks by Zapier, Formatter by Zapier, Google Sheets, OrbisX, and Gmail. Create and update when quote requests arrive, emails match fails, or timestamps format correctlyβso you can create lead records, add spreadsheet rows, and notify sales without manual follow-up.
How this automation accelerates your quote follow-up
When quote requests arrive without a new record, follow-up can stall and leads may go cold. This automation catches webhook requests and formats dates, then creates spreadsheet rows, creates lead records, and sends internal email alertsβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Formats incoming timestamp
Integrate Formatter by Zapier, data formatting tools, and workflow utilities to transform timestamps to human readable dates.
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet row
Integrate Google Sheets and spreadsheet mapping tools to create a new intake row with contact details and source.
Google Sheetsor swap with your favorite app
4.Creates lead record
Integrate OrbisX and lead tracking tools to create a lead and apply lead source details and tags.
OrbisXor swap with your favorite app
5.Sends internal sales email
Integrate Gmail and notification templates to send an internal alert with contact info and the sheet reference.
Gmailor 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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