1.Detect new lead form submission
Integrate Facebook Lead Ads and lead intake data to extract submission fields to route new leads to the quote workflow.
Create and send proposal to new lead form submissions
Automatically monitor new lead form submissions across Facebook Lead Ads, Google Sheets, Zapier Tables, Oneflow, and Email by Zapier. Create and send proposals when lead form submits, lead qualifies, or contracts are generatedβso you can create records, generate contracts, and notify sales without manual follow-up.
How this automation accelerates your new lead proposals
When a new lead form submission arrives, delays can block same-day follow-up. This automation records lead details, generates a proposal contract from a template, and sends an internal notificationβso your team can act fast.
Facebook Lead Adsor swap with your favorite app
2.Create spreadsheet row for lead
Integrate Google Sheets and data mapping tools to create a worksheet row so your sheet reflects the submission instantly.
Google Sheetsor swap with your favorite app
3.Create record in lead table
Integrate Zapier Tables and database matching to create a lead record so sales can follow up with structured data.
Zapier Tablesor swap with your favorite app
4.Create contract from template
Integrate Oneflow and contract templates to create a proposal contract so participants and titles populate from lead fields.
Oneflowor swap with your favorite app
5.Send internal notification email
Integrate Email by Zapier and email delivery to send an inbox notification with key details and the contract link.
Email by Zapieror swap with your favorite app
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Add new quoting form submissions to quote workbook
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- View all
Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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