1.Captures new quote request entry
Integrate Typeform and form capture tools to capture each quote submission and to standardize the raw payload for downstream mapping.
Create contact and deal from quote request intake
Automatically monitor quote request submissions across Typeform and CRM apps. Create and update when entries arrive and fields normalize—so you can build contacts, generate deals, and log reporting without manual data entry.
How this automation converts quote requests into pipeline-ready leads
When quote requests land in a form inbox, delays can block same-day outreach. This automation monitors Typeform entries and creates contacts, creates deals, and appends reporting rows—so your team can triage leads quickly.
Typeformor swap with your favorite app
2.Formats date and normalizes UTM fields
Integrate Formatter by Zapier and data transformation tools to format the submission date and normalize UTM fields for lead source mapping.
Formatter by Zapieror swap with your favorite app
3.Creates a new contact record
Integrate Bigin by Zoho CRM and CRM contact data tools to map name, email, phone, and address into a new contact to centralize prospect details.
Bigin by Zoho CRMor swap with your favorite app
4.Creates a deal associated to the contact
Integrate Bigin by Zoho CRM and CRM pipeline tools to create a deal, set lead source from UTM data, and link the contact ID.
5.Appends a reporting row
Integrate Google Sheets and reporting systems to append a row with formatted date, UTM fields, contact ID, deal ID, and submission notes.
Google Sheetsor swap with your favorite app
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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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