1.Monitor new quote record
Integrate Salesforce and CRM lookup tools to start when a new quote record is created for project intake.
Create project from new quote for project team
Automatically monitor new quote records in Salesforce and build standardized project intake across Salesforce and SumoQuote. Create and map project details when new quote record created, quote links opportunity id populated, or configured division and work type matchβso you can onboard faster, reduce rework, and email coordinators without manual project paperwork.
How this automation creates ready-to-use project intake
When a new quote record appears in Salesforce, coordination delays can stall onboarding. This automation looks up opportunity and customer details, filters qualifying quotes, and creates a project intake record in SumoQuoteβso your team can start scheduling work sooner.
Salesforceor swap with your favorite app
2.Look up opportunity and contacts
Integrate Salesforce and account and contact data to find the related opportunity, account, and contacts.
3.Filter to qualifying quotes
Integrate Zapier and rule-based filtering to continue only for configured divisions and work types.
Email by Zapieror swap with your favorite app
4.Create project intake in SumoQuote
Integrate SumoQuote and mapping tools to create the project and map quote, address, and owner details.
SumoQuoteor 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
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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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