1.Detect new form response
Integrate Google Forms, form intake tools, and submission trackers to capture a quote request to start automation.
Create client quotes and notify team from form
Automatically monitor new form responses across Google Forms and route them through Google Drive and Jobber. Create and update client records and draft quotes, then send personalized HTML emails and post team alerts when quote requests submit, responses arrive, or fields changeβso you can prevent reporting delays, reduce rework, and avoid manual follow-up.
How this automation accelerates your quote turnaround
When a new form response arrives, quote requests can stall and team updates get forgotten. This automation finds the right information sheet, creates client records and draft quotes, and sends HTML emails plus a team alertβso your team can respond faster.
Google Formsor swap with your favorite app
2.Find and attach info sheet
Integrate Google Drive, document storage, and attachment tools to locate your information sheet to attach it to the email and quote.
Google Driveor swap with your favorite app
3.Find or create client
Integrate Jobber, CRM records, and tagging tools to match or create the client to build a draft quote.
Jobberor swap with your favorite app
4.Generate HTML reply
Integrate ChatGPT (OpenAI), HTML templating, and content generation to produce a warm email body to request photos or availability when useful.
ChatGPT (OpenAI)or swap with your favorite app
5.Send quote email
Integrate Gmail, email sending, and attachment handling to send the personalized HTML message to deliver the quote link and info sheet.
Gmailor swap with your favorite app
6.Post quote alert
Integrate Google Chat, team messaging, and routing tools to post a concise alert to share the customer name and Jobber quote link.
Google Chator 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.
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
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Marcelo Lebre, Co-Founder
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Allen Lai, Head of Customer Experience
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