1.Monitors quote sent events
Integrate Jobber, scheduling tools, and contact fields to capture quote total and source contact data for CRM entry.
Update lead with sent quote details for scheduling
Automatically detect quote sent events across Jobber and CRM tools. Create and update when quote totals and source contacts are capturedβso you can update lead records, normalize contact data, and preserve quote details without manual data entry.
How this automation updates your quote details in CRM
When quote details land in scheduling but lead fields stay unsorted, manual updates slow follow-up. This automation maps quote totals and contacts, formats the phone, finds the right lead, and updates CRM fieldsβso your team can act faster.
Jobberor swap with your favorite app
2.Formats phone number for matching
Integrate Formatter by Zapier, phone normalization tools, and contact data to format the client phone number for matching.
Formatter by Zapieror swap with your favorite app
3.Finds lead by formatted contact
Integrate WhatConverts, lead search tools, and CRM lookup to find the matching lead by formatted phone and email fallback.
WhatConvertsor swap with your favorite app
4.Updates lead with quote details
Integrate WhatConverts, CRM fields, and date settings to update quote value, quotable status, and quote date on the lead.
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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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