1.Catch quote payload
Integrate Webhooks by Zapier and form payload mapping to capture contact fields and route indicators to normalize quote data.
Create sales deal and notify staff from quote submission
Automatically catch quote payloads across Webhooks by Zapier, Gmail, Google Sheets, and Pipedrive. Create and update records when quote payload arrives, contact fields map, or local-unit routing flagsβso you can notify staff, log submissions, and create deals without manual data entry.
How this automation accelerates your sales deal creation
When quote submissions arrive but details stay scattered, reps lose time and deals stall. This automation catches form payloads, notifies staff, logs submissions, and creates Pipedrive people and dealsβso you can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Send internal notification
Integrate Gmail and email templates to send an internal alert with mapped contact and service details to notify the team.
Gmailor swap with your favorite app
3.Create submission row
Integrate Google Sheets and spreadsheet reporting tools to append each submission into a central worksheet to log submissions.
Google Sheetsor swap with your favorite app
4.Find or create person
Integrate Pipedrive and CRM data matching tools to search by email and create a person when needed to update contact records.
Pipedriveor swap with your favorite app
5.Create deal and follow-up
Integrate Pipedrive and CRM workflow tools to create the deal with product line item and a follow up call to assign next steps.
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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.
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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