1.Find record for product type
Integrate Zapier Tables and data enrichment tools to look up product type details and return the size label for estimates.
Create estimate and sales card from form submission
Automatically monitor new quote form submissions across Gravity Forms and enrich them with Zapier Tables. Create and update and notify when estimates build, files share, and sales cards appearβso you can deliver same-day outreach without manual quote compiling.
How this automation accelerates same-day outreach
When a quote form submission arrives, delays can stall customer follow-up and revenue. This automation creates enriched estimates and updates your sales boardβso your team can respond fast with shareable links.
Zapier Tablesor swap with your favorite app
2.Create spreadsheet from template
Integrate Google Sheets and template mapping tools to copy the estimate template and fill placeholders with submission fields and values.
Google Sheetsor swap with your favorite app
3.Share file link for attachments
Integrate Google Drive and file sharing tools to generate a shareable link for the new spreadsheet.
Google Driveor swap with your favorite app
4.Create card in sales board
Integrate Trello and sales checklist tools to create a card with a summary, attach the link, and apply size labels.
Trelloor swap with your favorite app
5.Send SMS and email notifications
Integrate Twilio, SendGrid, and notification tools to send dealer SMS and internal emails with the card link and next steps.
Twilioor 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
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
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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
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Jacob Sirrs, Marketing Operations Specialist
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