1.Capture new form submission
Integrate Gravity Forms and form field mapping to capture submission details like price, PDF link, and notes.
Create deal from dealer portal quote and log it
Automatically monitor new form submissions across Gravity Forms and Zapier Tables. Create and update CRM deals and offers when new quote submission, submission includes price, or PDF link uploadedβso you can route follow-up, keep deals current, and log offers without manual follow-up.
How this automation tracks quote based deals faster
When new form submission happens, delays can stall sales response and context. This automation captures quote submission details, finds or creates companies and deals, and logs portal post and offer recordsβso your team can respond with full context.
Gravity Formsor swap with your favorite app
2.Find company by email
Integrate Zapier Tables and database lookup tools to find records matching the dealer email.
Zapier Tablesor swap with your favorite app
3.Create or find company and deal
Integrate Teamleader Focus and CRM opportunity tracking to create a deal using the submission fields.
Teamleader Focusor swap with your favorite app
4.Fetch portal post metadata
Integrate Webhooks by Zapier and API request tools to get portal post identifiers using submission ID.
Webhooks by Zapieror swap with your favorite app
5.Find or create offer record
Integrate Zapier Tables and offer record storage to log the portal reference, deal id, and submission timestamp.
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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
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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