1.Detect quote updated
Integrate Simpro and CRM tools to capture quote total and identifiers to keep deal sizing current.
Update CRM lead with new quote value and tag
Automatically monitor quote updates across Simpro and update CRM lead records in WhatConverts. Create or update lead quote details and tags when quote totals change, so you can update lead fields, qualify deals, and keep sales moving without manual data entry.
How this automation updates your lead quotes fast
When quote updates stay trapped in one system, lead data goes stale and deal sizing gets delayed. This automation captures quote updates in Simpro, filters qualifying records, finds matching leads in WhatConverts, and updates lead fieldsβso your team can act on accurate deal size.
Simproor swap with your favorite app
2.Filters qualifying quotes
Integrate Filter by Zapier and workflow rules to continue only when quote totals are greater than zero.
Filter by Zapieror swap with your favorite app
3.Find matching lead
Integrate WhatConverts and CRM lookups to search by custom lead identifier and return the matching lead record.
WhatConvertsor swap with your favorite app
4.Updates lead with quote details
Integrate WhatConverts and CRM field mapping to update quote value, quotable flag, and lead status fields.
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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.
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