1.Receives new quote entry
Integrate Typeform and form submission data to capture the quote submission and expose core fields for routing.
Add quote submissions to records and notify agents
Automatically capture new quote submissions across Typeform and sales tools. Send agents an email with the stored record link when submissions arrive, phone numbers are provided, or amounts are submitted so you can store quotes, create CRM notes, and notify agents without manual data entry.
How this automation notifies agents from every quote submission
When quote submissions arrive without a fast handoff, updates lag and agents miss opportunities. This automation captures submission details and stores them, creates a Pipedrive note, and emails the assigned agentβso your team can act on quotes quickly.
Typeformor swap with your favorite app
2.Splits compound hotel and room
Integrate Formatter by Zapier and text transform tools to split the compound hotel and room field for lookup and storage.
Formatter by Zapieror swap with your favorite app
3.Looks up details and appends row
Integrate Google Sheets and spreadsheet reporting tools to lookup supporting keys and create rows in master submissions.
Google Sheetsor swap with your favorite app
4.Adds note to matched person
Integrate Pipedrive and CRM notes tools to find a person by phone and create a note with the submission link.
Pipedriveor swap with your favorite app
5.Emails assigned agent
Integrate Gmail and email templates to send an agent message with the submission summary and spreadsheet record link.
Gmailor swap with your favorite app
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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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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