1.Detect new automation webhook
Integrate ActiveCampaign and webhooks to trigger deal proposal workflows when a new automation webhook arrives.
Create and email pricing proposal documents for prospects
Automatically monitor ActiveCampaign new automation webhook events across ActiveCampaign, Formatter by Zapier, Google Docs, and Gmail. Create and email priced proposals when webhook triggers, contact identifier matches, or deal fields changeβso you can calculate totals, update deal value, and send PDFs without manual quoting.
How this automation speeds up your quote delivery
When ActiveCampaign new automation webhook fires, manual quoting delays responses and review cycles. This automation finds deal context and sends priced proposal documentsβso you can reduce back and forth without manual quoting.
ActiveCampaignor swap with your favorite app
2.Finds matching deal record
Integrate ActiveCampaign and CRM lookup tools to find the related deal record using the webhook contact identifier.
3.Calculates and formats totals
Integrate Formatter by Zapier and currency formatting tools to compute taxes and monthly and annual fees for the proposal.
Formatter by Zapieror swap with your favorite app
4.Updates deal value field
Integrate ActiveCampaign and CRM fields to update the deal value so reporting stays accurate.
5.Creates document from template
Integrate Google Docs and document templating tools to generate a proposal using deal and company details.
Google Docsor swap with your favorite app
6.Sends email with PDF attachment
Integrate Gmail and PDF delivery tools to send the created proposal document to the prospect for review.
Gmailor swap with your favorite app
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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.
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.
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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