1.Detect new quote email in folder
Integrate Microsoft Outlook and email inbox tools to detect new quote messages in your specified quotes folder.
Create quote follow-up tasks and tracker entries for deals
Automatically monitor new quote emails in a specified quotes folder across Microsoft Outlook and Pipedrive. Create and update follow-up work when quote emails arrive, recipients match known people, or recipients are missingβso you can create CRM activities, add tracker entries, and alert coordinators without manual follow-up.
How this automation creates quote follow-up visibility
When new quote emails land in your specified folder, delays can stall deal progress and break follow-up consistency. This automation parses quote details, creates CRM activities and tracker rows, and alerts your team when ownership is missingβso your team can keep deals moving.
Microsoft Outlookor swap with your favorite app
2.Find person by email
Integrate Pipedrive and CRM lookup tools to find a matching person by recipient email.
Pipedriveor swap with your favorite app
3.Parse email body for quote fields
Integrate Code by Zapier and parsing tools to extract quote key, amounts, rates, and sent date.
Code by Zapieror swap with your favorite app
4.Create CRM activity for the person
Integrate Pipedrive and CRM activity tracking tools to create an activity with due date, owner, and quote notes.
5.Create tracker row for quote
Integrate Zapier Tables and data tracking tools to create a tracker row for each parsed quote and link the person.
Zapier Tablesor swap with your favorite app
6.Alert team when person is missing
Integrate Microsoft Teams and notifications tools to post an alert with the tracker link for coordinator triage.
Microsoft Teamsor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
Connect your tools
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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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