1.Catches new quote submissions
Integrate Webhooks by Zapier and parsing tools to extract submission fields to centralize quote intake data.
Create CRM deals from quote requests and notify sales
Automatically parse new website quote submissions across Webhooks by Zapier and Zapier Tables. Create and update CRM deals and contacts and notify sales on WhatsApp Notificationsβso you can respond to qualified leads without manual CRM data entry.
How this automation creates CRM deals from quote intake
When new quote submissions arrive, delays can stall follow-up and waste sales opportunities. This automation parses submissions, filters for required fields, creates Zapier Tables records, creates HubSpot deals, and sends instant WhatsApp Notificationsβso your team can act quickly.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and validation logic to continue only when required fields exist to qualify records.
Filter by Zapieror swap with your favorite app
3.Creates table record
Integrate Zapier Tables and data mapping tools to create a persistent row to log quote submissions.
Zapier Tablesor swap with your favorite app
4.Creates deal and associates contact
Integrate HubSpot and CRM workflows to create the deal, set pipeline and stage, and associate the contact to track opportunities.
HubSpotor swap with your favorite app
5.Sends mobile sales alert
Integrate WhatsApp Notifications and notification templates to send an immediate alert with context to escalate to sales.
WhatsApp Notificationsor swap with your favorite app
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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