1.Detect new form submission
Integrate Unbounce and lead capture forms to detect quote submissions and start routing to new CRM work.
Create proposal deal from quote form and assign owner
Automatically convert Unbounce quote form submissions into prioritized deal records across Pipedrive and compute proposal deadlines. Send owner notifications when qualifying quote requests arrive, so you can create deals, add proposal activities, and notify the right owner without manual follow-up.
How this automation prioritizes your proposal follow-up
When a quote request is submitted, unmanaged routing can delay proposals and leave owners unaware of the new work. This automation maps submissions to CRM deal records and due dates, then sends owner notificationsβso your team can follow up fast.
Unbounceor swap with your favorite app
2.Look up parent deal and contacts
Integrate Pipedrive and CRM search to find the parent deal plus the submitter person and org for mapping.
Pipedriveor swap with your favorite app
3.Filter for qualifying parent deals
Integrate Filter by Zapier to check deal status, deal type, and implementation status before continuing.
Filter by Zapieror swap with your favorite app
4.Compute due date and routing
Integrate Formatter by Zapier and deadline rules to calculate a due-date offset from urgency and schedule time.
Formatter by Zapieror swap with your favorite app
5.Create deals, contacts, and proposal activity
Integrate Pipedrive and CRM records to create or update organization, person, deal, deal notes, and proposal activity.
6.Notify the assigned sales owner
Integrate Email by Zapier and sales email templates to send an owner message with the deal link and next steps.
Email by Zapieror swap with your favorite app
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- View all
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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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