1.Detect Quote/Estimate sent
Integrate PaintScout and CRM management tools to detect estimate sent events and begin your activity logging workflow.
Update CRM and sales tracker when estimate sent
Automatically monitor Quote/Estimate sent events across PaintScout and sales tools. Create and update CRM deals and tracking records when estimates send, so you can avoid manual logging, standardize contacts, and keep pipeline status accurate.
How this automation keeps your estimate activity current
When quote or estimate sent events happen, delays can create gaps in pipeline reporting and stalled follow-up. This automation formats tracker fields, creates or updates CRM deals, and updates your sales trackerβso your team can act on each estimate immediately.
PaintScoutor swap with your favorite app
2.Format date for tracker
Integrate Formatter by Zapier and reporting systems to format the quote sent timestamp to a readable tracker date.
Formatter by Zapieror swap with your favorite app
3.Normalize contact phone
Integrate Formatter by Zapier and data standardization tools to normalize the contact phone into E.164 format.
4.Create tracking sheet row
Integrate Google Sheets and spreadsheet tools to create a tracker row with date, contact, address, phone, email, and pending status.
Google Sheetsor swap with your favorite app
5.Find or create deal
Integrate Pipedrive and CRM tools to find or create a deal by external estimate ID and update stage and custom fields.
Pipedriveor swap with your favorite app
6.Update sales tracker record
Integrate Airtable and CRM reporting tools to update the tracker record with deal links, quote details, date, amount, and Estimate Sent status.
Airtableor swap with your favorite app
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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