1.Capture new form result
Integrate Formsite and CRM field mapping to capture the submission and include the submission ID for dedupe.
Create quote opportunity from form and send email
Automatically capture new quote form results across Formsite and Close. Send quote summaries with Gmail when submissions include a new form result, submission ID, or quote fieldsβso you can create leads, create opportunities, and notify the right manager without manual data entry.
How this automation speeds up quote follow-up
When new quote form results come in, missed details can delay quotes and handoffs. This automation captures submissions, creates leads and opportunities, and sends quote summary emailsβso your team can respond faster.
Formsiteor swap with your favorite app
2.Find or create lead
Integrate Close and CRM matching to search by email and create or update the lead with mapped fields.
Closeor swap with your favorite app
3.Create opportunity and assign owner
Integrate Close and sales routing to create the opportunity, map quote details, and assign the relationship manager owner.
4.Send quote summary email
Integrate Gmail and email templates to send the quote summary to your quote inbox and CC the assigned manager.
Gmailor 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.
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