1.Detect form submission
Integrate Webflow and lead intake tools to capture each form submission to record it in your workflow.
Create proposal and prepare sales task from form
Automatically watch Webflow form submissions across Webflow, Google Sheets, Anthropic (Claude), Google Docs, Better Proposals, and Trello. Create and update when quote request submitted, budget shared, or location providedβso you can record requests, draft proposal documents, and notify sales with tasks without manual paperwork.
How this automation prepares quote-ready proposals
When quote requests arrive and data sits in scattered form submissions, delays can hurt response time. This automation creates sheet records, generates quote details, drafts docs and proposals, and notifies salesβso your team can act on intent fast.
Webflowor swap with your favorite app
2.Creates spreadsheet row
Integrate Google Sheets and analytics tools to map submission fields and capture timestamps and quote text.
Google Sheetsor swap with your favorite app
3.Creates quote details message
Integrate Anthropic (Claude) and reporting systems to generate currency and structured quote summaries from the submission.
Anthropic (Claude)or swap with your favorite app
4.Creates proposal document
Integrate Google Docs and template systems to populate a proposal and brief template and return the doc link.
Google Docsor swap with your favorite app
5.Creates draft proposal
Integrate Better Proposals and CRM tools to map email and quote details and create a draft proposal record.
Better Proposalsor swap with your favorite app
6.Creates sales card and sends Slack message
Integrate Trello, and Slack and task tracking tools to create a sales list card and notify the sales channel.
Trelloor 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
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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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