1.Detect invitee created
Integrate Calendly and meeting scheduling tools to detect invitee bookings for proposal automation.
Create proposal and attach link to prospect record
Automatically monitor invitee creations across Calendly and qualify meetings with Zapier filters. Create and update proposal projects when introductory meetings book, so you can link proposals to CRM leads, draft follow-up emails, and confirm delivery without manual follow-up.
How this automation accelerates quote handoffs
When a qualifying invitee is created, delays can stall quote turnaround and reduce follow-up quality. This automation filters meetings, builds Qwilr proposal projects, and updates Close with the proposal link and draft emailβso your team can move faster.
Calendlyor swap with your favorite app
2.Continue only for qualifying meetings
Integrate Filter by Zapier and rule logic to evaluate invitee type and continue only for qualifying meetings.
Filter by Zapieror swap with your favorite app
3.Wait 10 minutes for scheduling to settle
Integrate Delay by Zapier and scheduling data tools to wait before lead lookup and proposal generation.
Delay by Zapieror swap with your favorite app
4.Find or create lead and map fields
Integrate Close and crm data tools to find or create a lead and return the lead id.
Closeor swap with your favorite app
5.Create proposal project and generate link
Integrate Qwilr and proposal templates to create a project and return the public proposal link.
Qwilror swap with your favorite app
6.Update lead with link and draft email
Integrate Close and email drafting tools to update the lead with the proposal link and create a draft email.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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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.
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
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