1.Monitors new quote emails
Integrate Gmail and email search tools to detect new quote messages in your sent folder and start follow-up tracking.
Create follow-up records and send reminder emails to prospects
Automatically detect sent quote emails across Gmail and create follow-up records in Zapier Tables. Create and update when quote emails are matched, wait windows complete, or no reply is foundβso you can track follow-ups, send reminder emails, and update status without manual follow-up tracking.
How this automation accelerates your follow-up cadence
When quote emails sit without response, follow-ups stall and deals can slip. This automation parses quote details, creates or updates follow-up records, and sends reminder emailsβso your team can follow up at the right time.
Gmailor swap with your favorite app
2.Parses recipient name and quote time
Integrate Formatter by Zapier and parsing tools to normalize recipient names and format email timestamps to your business date.
Formatter by Zapieror swap with your favorite app
3.Upserts follow-up record by email
Integrate Zapier Tables and data matching tools to find or create follow-ups and map contact email and quote date.
Zapier Tablesor swap with your favorite app
4.Waits before checking for replies
Integrate Delay by Zapier and scheduling tools to stagger runs and wait 2 days before the reply check.
Delay by Zapieror swap with your favorite app
5.Checks for any reply messages
Integrate Gmail and email filters to search for qualifying sent or received messages after the quote date.
6.Sends personalized reminder email
Integrate Gmail and email templates to send a personalized follow-up using the contact name for the greeting.
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Capture complete sales records with automated email logging, meeting logging, and call logging
Set up in minutes
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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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