1.Detect new submission
Integrate Jotform and form processing tools to capture new submission data and trigger quote creation.
Create draft CRM quotation from client form submissions
Automatically monitor new submission events across Jotform and Bitrix24 CRM. Create and update when submissions arrive, quotation details change, or line items postβso you can create contacts, build draft quotes, and add priced lines without manual data entry.
How this automation drafts accurate quotes faster
When a new submission arrives in Jotform, quoting stalls because contact details and pricing need manual mapping. This automation creates contacts and draft quotes, parses line items, enriches them with pricelist lookups, and appends priced linesβso your team can move quotes from form to draft quickly.
Jotformor swap with your favorite app
2.Create contact
Integrate Bitrix24 CRM and CRM data tools to create a contact from the form and return a contact ID for later steps.
Bitrix24 CRMor swap with your favorite app
3.Create draft quote
Integrate Bitrix24 CRM and document workflows to create a draft quote with currency settings and an assigned quote owner.
4.Parse line items
Integrate AI by Zapier and text parsing tools to convert multiline product or spec text into structured matrix parameters and sample counts.
AI by Zapieror swap with your favorite app
5.Find product records
Integrate Zapier Tables and pricing data tools to look up matching pricelist rows and return product names and unit prices.
Zapier Tablesor swap with your favorite app
6.Append quote line items
Integrate Looping by Zapier and Bitrix24 CRM to iterate items and append each priced product line into the draft quote.
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
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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