1.Catch estimate-sent payload
Integrate Webhooks by Zapier and request mapping tools to receive the estimate-sent payload and map lookup fields to your deal.
Update deal and tag contact after estimate sent
Automatically catch estimate sent payloads across Webhooks by Zapier, Zapier Tables, and Salesmate. Create and update when estimate totals return, deals are found, or territory codes mapβso you can update deal value, advance pipeline stage, and tag contacts without manual CRM entry.
How this automation updates deal records and contact tags
When estimate sent payloads arrive without matching CRM records, deal values lag and next steps stall. This automation catches the payload, looks up job data, fetches the estimate total, updates the deal and contact tagβso your team keeps pipeline accurate.
Webhooks by Zapieror swap with your favorite app
2.Find job-to-deal record
Integrate Zapier Tables and credential storage tools to find the API token or mapping row for the job or source identifier.
Zapier Tablesor swap with your favorite app
3.Fetch estimate details
Integrate Webhooks by Zapier and external job APIs to call the job system and return estimate total details.
4.Parse and select estimate total
Integrate Code by Zapier and data parsing tools to parse multi-id results and return a single estimate id and total.
Code by Zapieror swap with your favorite app
5.Update deal and contact tags
Integrate Salesmate and CRM record update tools to set deal value, pipeline stage, and apply a territory-based sequence tag to the contact.
Salesmateor 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.
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