1.Catch new quote submissions
Integrate Typeform, webhook triggers, and form payloads to capture incoming quote submissions for the workflow.
Create CRM deal and contact from quote form
Automatically watch new quote submissions across Typeform and Bigin by Zoho CRM. Create and update contact and deal records and append reporting rows when new quote submissions, quote submitted via webhook, or form entry receivedβso you can avoid manual entry and build pipeline records faster.
How this automation creates deal-ready records
When quote submissions arrive from a Typeform webhook, delays can slow down pipeline follow-up. This automation formats dates and sources, creates contacts and deals, and appends reporting rowsβso your team can act on every quote instantly.
Typeformor swap with your favorite app
2.Transform submission dates
Integrate Formatter by Zapier, date tools, and reporting formats to transform the submission timestamp into a usable date.
Formatter by Zapieror swap with your favorite app
3.Normalize lead source labels
Integrate Formatter by Zapier, lookup tables, and attribution fields to normalize hidden UTM source and medium into one lead source.
4.Create CRM contact
Integrate Bigin by Zoho CRM, contact fields, and address mapping to create a contact from the quote submission details.
Bigin by Zoho CRMor swap with your favorite app
5.Create CRM deal
Integrate Bigin by Zoho CRM, deal fields, and pipeline settings to create a deal and link it to the contact.
6.Append reporting row
Integrate Google Sheets, reporting columns, and tracking fields to add a new row with IDs, source, and raw values.
Google Sheetsor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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.
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