1.Catch Hook and parse form submission
Integrate Webhooks by Zapier and form submission parsing tools to receive the hook and map submission fields to partner lookup inputs.
Send proposal request email to assigned partner contact
Automatically catch site visit form submissions across Webhooks by Zapier and Zapier Tables. Request partner pricing proposals by sending an email when a new submission arrives, partner match succeeds, or a partner email is presentβso you can prepare context, find contacts, and request proposals without manual follow-up.
How this automation sends proposal requests faster
When a site visit form submission arrives and partner details are missed, response delays can slow pricing proposals. This automation catches the form webhook, looks up the assigned partner record, and sends a templated request emailβso your team can move faster.
Webhooks by Zapieror swap with your favorite app
2.Find partner record by identifier
Integrate Zapier Tables and data lookup tools to find the partner by company identifier and return contact email and display name.
Zapier Tablesor swap with your favorite app
3.Send request email to partner
Integrate Microsoft Office 365 and email templating to send the proposal request with greeting, submission ID, and context.
Microsoft Office 365or swap with your favorite app
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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
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