1.Monitors new quote creation
Integrate PlanOK GCI, CRM connectors, and quote intake tools to detect newly created quote events and pull the quote payload.
Create centralized quote records from new CRM quotes
Automatically detect newly created quote events in PlanOK GCI across Zapier Tables. Create centralized quote records when qualifying quotes are received, normalize dates and currency, and store totals and metadata so you can segment and report without manual reporting.
How this automation centralizes quote records
When new quotes go unrecorded outside your CRM, marketing segmentation and reporting get delayed. This automation detects new quotes, filters and formats fields, and creates Zapier Tables recordsβso your team can analyze quotes faster.
PlanOK GCIor swap with your favorite app
2.Filters qualifying quote records
Integrate Filter by Zapier and qualification rules to continue only for qualifying records with required fields and no likely duplicates.
Filter by Zapieror swap with your favorite app
3.Normalizes quote values
Integrate Formatter by Zapier and data formatting tools to format dates and currency fields for table consistency.
Formatter by Zapieror swap with your favorite app
4.Creates centralized table record
Integrate Zapier Tables and reporting table templates to map quote fields into columns and create the record.
Zapier Tablesor swap with your favorite app
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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.
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