1.Receives new lead payload
Integrate Facebook Lead Ads and lead validation tools to capture lead fields to start quote request creation.
Create quote request from social lead form submissions
Automatically monitor new lead submissions across Facebook Lead Ads, Formatter by Zapier, Zapier Tables, and Webhooks by Zapier. Send quote requests when new lead arrives or lead form submits or lead payload postsβso you can standardize contact data, fetch token headers, and submit quote requests without manual quoting.
How this automation accelerates your quoting pipeline
When new lead is created in Facebook Lead Ads, delays can stall quote intake and downstream sales follow-up. This automation formats lead data and fetches a token and posts a validated quote requestβso your team can respond faster to pricing demand.
Facebook Lead Adsor swap with your favorite app
2.Maps created timestamp to date
Integrate Formatter by Zapier and date formatting tools to standardize the created timestamp into a token-ready date for lookup.
Formatter by Zapieror swap with your favorite app
3.Standardizes phone and extracts zone
Integrate Formatter by Zapier and phone parsing tools to standardize phone to E.164 and extract the quoting zone.
4.Finds token record by date
Integrate Zapier Tables and table lookup tools to retrieve the active token record using the formatted date for headers.
Zapier Tablesor swap with your favorite app
5.Posts quote request to API
Integrate Webhooks by Zapier and quoting API tools to send the mapped payload with token headers to your quoting endpoint.
Webhooks by Zapieror 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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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!)
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
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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