1.Receives and parses the new email
Integrate Email Parser by Zapier and email parsing tools to parse the incoming message and map fields for your quote request.
Create quote requests from incoming customer emails now
Automatically detect new quote emails and parse request details across Email Parser by Zapier and Webhooks by Zapier. Create and format quote request records when quote emails arrive, message parses as a quote request, or emails include product hintsβso you can capture quote requests, normalize contact data, and submit them for sales follow-up without manual reporting.
How this automation captures your quote requests faster
When quote emails stay unstructured, sales follow-up slows and quote details get missed. This automation parses incoming messages, normalizes phone and product data, and posts a structured quote request payload to your platformβso your team can move quickly.
Email Parser by Zapieror swap with your favorite app
2.Normalizes extracted phone and product
Integrate Formatter by Zapier and data formatting utilities to normalize phone numbers and clean product or SKU text for consistency.
Formatter by Zapieror swap with your favorite app
3.Posts formatted fields to inbound endpoint
Integrate Webhooks by Zapier and inbound endpoints to send the mapped payload for contact and quote creation with submission ID tracking.
Webhooks by Zapieror swap with your favorite app
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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.
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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Allen Lai, Head of Customer Experience
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