1.Catches the quote webhook hook
Integrate Webhooks by Zapier and workflow triggers to parse incoming payloads and centralize quote inputs.
Create and attach custom quote PDF to deal
Automatically catch quote webhook payloads across Webhooks by Zapier and Pipedrive. Generate a quote PDF, attach it to the CRM deal, and record the file reference when quote webhook arrives, totals update, or submissions completeβso you can respond with offers without manual paperwork.
How this automation delivers quote PDFs to deals
When quote webhook payloads arrive, quotes can sit unfinished and deals stall. This automation generates PDFs and updates deal records and file referencesβso your team can send quotes without chasing attachments.
Webhooks by Zapieror swap with your favorite app
2.Finds the person by ID
Integrate Pipedrive and CRM contact matching tools to look up the person and map fields to the quote.
Pipedriveor swap with your favorite app
3.Finds or creates and updates deal
Integrate Pipedrive and CRM pipeline tools to find or create the deal, then update owner, stage, and deal value.
4.Finds or creates the Drive folder
Integrate Google Drive and file storage tools to find or create a folder and store its folder ID for outputs.
Google Driveor swap with your favorite app
5.Creates and exports the PDF
Integrate Google Docs and document templating tools to generate a document from the template and export it as a PDF.
Google Docsor swap with your favorite app
6.Attaches the PDF to the deal
Integrate Pipedrive and CRM file tools to attach the exported PDF to the deal and associate it to the person.
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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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