1.Catches quote payload submissions
Integrate Webhooks by Zapier and mapping tools to receive calculator fields and extract quote details for processing.
Create CRM lead and store quote PDF for sales
Automatically capture quote submission payloads across Webhooks by Zapier and CRM tools. Create and update Keap contacts and store view-only PDF links when quote submitted, calculator payload received, or quote file uploadedβso you can centralize lead details, share quotes, and notify sales without manual entry.
How this automation prepares quote leads for faster sales follow-up
When quote submissions arrive but data stays scattered, leads stall and sales follow-up lags. This automation captures the quote payload, uploads a view-only PDF to Google Drive, transforms pricing into a product array, creates or updates Keap contact records, and emails salesβso your team can respond with the right details instantly.
Webhooks by Zapieror swap with your favorite app
2.Uploads quote PDF and link
Integrate Google Drive and file storage tools to find or create folders, upload the PDF, and generate a view-only link.
Google Driveor swap with your favorite app
3.Cleans pricing values
Integrate Formatter by Zapier and transformation tools to strip currency characters from totals and item prices.
Formatter by Zapieror swap with your favorite app
4.Builds product array JSON
Integrate Code by Zapier and data shaping tools to convert cleaned price strings and product descriptors into a product array.
Code by Zapieror swap with your favorite app
5.Creates or updates contact
Integrate Keap and CRM contact fields to create or update the lead, save the quote link, and apply a new quote tag.
Keapor swap with your favorite app
6.Creates products or order record
Integrate Zapier Tables and database tools to create the order record with contact email, quote reference, and product array.
Zapier Tablesor swap with your favorite app
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