1.Catch Hook and parse payloads
Integrate Webhooks by Zapier and form submission payload handling to parse incoming data and map contact fields to lead placeholders.
Create and update B2C lead records with quotes
Automatically catch incoming lead and quote payloads across Webhooks by Zapier and validate contact details with PostgreSQL. Create and update lead records and link quotes when qualifying submissions arrive, so you can upsert leads, attach quotes, and add family members without manual entry.
How this automation keeps B2C lead and quotes up to date
When lead submissions arrive with incomplete or duplicate contact details, follow-up gets delayed and quotes stall. This automation catches payloads, filters qualifying leads, upserts PostgreSQL records, and creates linked quote and family member rowsβso your team can capture every quote without manual entry.
Webhooks by Zapieror swap with your favorite app
2.Validate qualifying phone submissions
Integrate Filter by Zapier and contact validation tools to continue only when phone exists and is not a placeholder.
Filter by Zapieror swap with your favorite app
3.Find or upsert lead rows by phone
Integrate PostgreSQL and database lookup tools to find a lead by phone and update or create the lead row.
PostgreSQLor swap with your favorite app
4.Create linked quote rows for leads
Integrate PostgreSQL and quote data storage to create a quote row and link it to the lead primary key.
5.Create quote member rows from family
Integrate Looping by Zapier and database insert tools to iterate family member groups and create quote member rows.
Looping by Zapieror 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
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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