1.Detects new entry submission
Integrate Typeform, form intake tools, and data capture systems to detect quote requests as they are submitted.
Create quote records and notify assigned agent by email
Automatically monitor Typeform new entry submissions across form intake and CRM routing. Automatically create and update quote records and notify assigned agents when submissions are parsed, reference pricing is matched, or CRM notes are addedβso you can respond faster without manual quoting.
How this automation accelerates quote follow-up
When a Typeform new entry is submitted, delays can slow down quote accuracy and agent responsiveness. This automation converts submissions into master quote records and notifies assigned agentsβso your team can move on the moment details arrive.
Typeformor swap with your favorite app
2.Parses submission hotel and room
Integrate Formatter by Zapier, workflow parsing tools, and data transformation to split fields and output hotel and room values.
Formatter by Zapieror swap with your favorite app
3.Looks up reference pricing details
Integrate Google Sheets, lookup tables, and reporting systems to match parsed hotel and room values to pricing details.
Google Sheetsor swap with your favorite app
4.Creates CRM note for person
Integrate Pipedrive, contact records, and CRM notes to search by phone and create a note with the submission link.
Pipedriveor swap with your favorite app
5.Emails assigned agent with link
Integrate Gmail, email routing, and notification templates to send an agent message with the quote reference link.
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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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