1.Detect quote sent details
Integrate PaintScout and email tools to capture the quote reference and contact email for estimate lookup.
Confirm proposal sent and update CRM status for estimates
Automatically monitor quote sent events in PaintScout and capture quote reference and contact email across PaintScout and NetHunt CRM. Create and update when quotes get sent, CRM stages match pre-proposal, or confirmation threads are deliveredβso you can send confirmations, update estimate stages, and attach sent emails without manual follow-ups.
How this automation confirms proposal delivery in your CRM
When quotes are sent but CRM stages lag, estimates stall and follow-up timing goes wrong. This automation monitors quote sent events, looks up matching estimates, filters by stage, sends a confirmation, and updates recordsβso your team can act on delivery immediately.
PaintScoutor swap with your favorite app
2.Find matching estimate record
Integrate NetHunt CRM and CRM lookup tools to search your Estimates folder and pull owner details for routing.
NetHunt CRMor swap with your favorite app
3.Continue only for pre proposal stage
Integrate Zapier and stage check rules to allow the flow only when the CRM record is in the pre-proposal stage.
Filter by Zapieror swap with your favorite app
4.Wait before sending confirmation
Integrate Zapier and delay controls to wait for a short interval so external delivery completes before messaging.
Delay by Zapieror swap with your favorite app
5.Send customer confirmation email
Integrate Gmail and plain text email templates to send a confirmation to the contact with owner reply routing.
Gmailor swap with your favorite app
6.Update stage and link email thread
Integrate NetHunt CRM and CRM record updates to move the estimate to post-proposal stage and attach the sent thread.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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