1.Monitors new estimate form submissions
Integrate Typeform and data mapping tools to capture submission fields and trigger CRM and folder creation.
Create estimate deal and sales folder from form submission
Automatically monitor new estimate form submissions across Typeform and map them through HubSpot and Google Drive. Create and update deals, folders, and confirmations when estimate submissions arrive, emails are provided, or commodities are selectedβso you can create records, copy templates, and notify requesters without manual data entry.
How this automation accelerates your estimate handoff
When new estimate form submissions arrive, delays can stall deal setup and quoting. This automation formats submission fields and creates CRM deals and associations, and then creates folders and sends confirmation emailsβso your team can begin quoting immediately.
Typeformor swap with your favorite app
2.Formats lead ID and direction data
Integrate Formatter by Zapier and data transformation tools to format submission timestamps and compute deal text.
Formatter by Zapieror swap with your favorite app
3.Finds or creates contact and deal
Integrate HubSpot and CRM pipeline tools to search by email and create the deal record with mapped fields.
HubSpotor swap with your favorite app
4.Creates deal and contact associations
Integrate HubSpot and CRM association tools to link the new deal to the contact and related company record.
5.Finds or creates estimate folder and copies templates
Integrate Google Drive and file management tools to create estimate subfolders and copy templates using the lead ID.
Google Driveor swap with your favorite app
6.Creates and sends requester confirmation email
Integrate Missive and email delivery tools to send a confirmation with the deal summary and folder links.
Missiveor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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.
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Rishi Shah, CEO and Co-Founder
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