1.Catches quote webhook
Integrate Webhooks by Zapier and webhook payload tools to extract the quote payload and route it into the workflow.
Create CRM deals and update project notes from quotes
Automatically extract primary contact email from quote webhook payloads across Webhooks by Zapier and Code by Zapier. Create and update when quote webhooks arrive, request ids match projects, or CRM lookups failβso you can create deal records, update project notes, and log missing identifiers without manual follow-up.
How this automation creates deal records and project context
When quote webhooks hit and identifiers stay scattered across systems, deal records and project context get delayed. This automation catches the quote payload, extracts the primary contact email, updates project notes, creates or updates CRM deals, and records missing CRM identifiersβso your team can move faster.
Webhooks by Zapieror swap with your favorite app
2.Extracts primary contact email
Integrate Code by Zapier and data parsing tools to run JavaScript and map client email arrays to one primary email.
Code by Zapieror swap with your favorite app
3.Finds and updates project notepad
Integrate CompanyCam and project tracking tools to find the project by external ID and update the project notepad.
CompanyCamor swap with your favorite app
4.Sends operations guidance chat
Integrate Microsoft Teams and team messaging tools to alert operations with chat content when the project is not found.
Microsoft Teamsor swap with your favorite app
5.Creates or updates deal mapping
Integrate HubSpot and CRM tools to find the contact and call Sub-Zap by Zapier to create or update deal fields.
HubSpotor swap with your favorite app
6.Writes missing CRM follow-up record
Integrate Zapier Tables and spreadsheet style storage tools to write a record when CRM lookup fails for manual follow-up.
Zapier Tablesor swap with your favorite app
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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.
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