1.Captures quote request emails
Integrate Gmail and email parsing tools to catch quote requests and pass email body and reply to address to the next step.
Create CRM lead and deal from incoming quote
Automatically monitor quote request emails across Gmail. Create and update CRM contacts and deals when quote requests arrive, so you can capture lead details, log deal value, and route new opportunities without manual data entry.
How this automation creates leads from quotes
When quote requests arrive in inboxes, delayed CRM entry can slow follow-up and reduce deal chances. This automation parses quote emails and creates or updates Holded contacts and dealsβso your team can respond faster.
Gmailor swap with your favorite app
2.Filters to qualifying quotes
Integrate Filter by Zapier and validation rules to stop non quote messages and duplicates so only true quote requests proceed.
Filter by Zapieror swap with your favorite app
3.Extracts quote fields
Integrate Formatter by Zapier and extraction tools to parse name, phone, postal or city, order reference, and numeric amount.
Formatter by Zapieror swap with your favorite app
4.Finds matching contact
Integrate Holded and CRM lookup tools to search by reply to email and phone, and continue only if a contact exists.
Holdedor swap with your favorite app
5.Creates new contact
Integrate Holded and contact creation tools to save a new contact when no match exists, using parsed name, phone, and address.
6.Creates deal in quote funnel
Integrate Holded and pipeline deal tools to create a deal, set deal name and value, and assign it to the quote funnel.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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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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