1.Detect new Typeform entry
Integrate Typeform and workflow data to capture each new entry payload for downstream quote processing.
Create quote row and notify reps and admin
Automatically monitor new quote submissions across Typeform and Google Sheets. Create and update quote rows and notify reps when approval flags are readyβso you can prevent delays, reduce follow-up work, and keep admins informed without manual tracking.
How this automation accelerates your quote follow-up
When new quote submissions land without a ready record, reps lose time and admins miss status signals. This automation routes submissions into a formatted spreadsheet row, checks approval recommendations, and emails the rep and adminβso your team can respond faster.
Typeformor swap with your favorite app
2.Formats submission and delivery dates
Integrate Formatter by Zapier and reporting tools to format submission and requested delivery dates into YYYY-MM-DD.
Formatter by Zapieror swap with your favorite app
3.Checks approval recommendation
Integrate AI by Zapier and data validation tools to compare proposed and current discounts and output an approval flag.
AI by Zapieror swap with your favorite app
4.Creates a quote spreadsheet row
Integrate Google Sheets and spreadsheet workflows to create a new quote feed row with fields and the submission ID.
Google Sheetsor swap with your favorite app
5.Sends quote emails to rep and admin
Integrate Gmail and email routing tools to send the approval and quote details to the rep and configured admin recipients.
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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