1.Detect updated estimate (quote)
Integrate QuickBooks Online and quote tracking to trigger activity timing updates when estimates change.
Create revised quote follow-up activity and update deal
Automatically monitor updated estimate events across QuickBooks Online, Pipedrive, and Code by Zapier. Create and update follow-up when quote expiration changes, revised estimate gets updated, or a deal match is foundβso you can update deal fields, set revised-quote stages, and schedule follow-ups without manual follow-up scheduling.
How this automation schedules revised quote follow-ups
When updated estimates change, delays can disrupt revised quoting and follow-up timing. This automation finds matching deals, refreshes deal fields, and creates a scheduled follow-up activityβso your team can act on revised quotes fast.
QuickBooks Onlineor swap with your favorite app
2.Find deal by quote number
Integrate Pipedrive and CRM deal search to find the matching deal by the quote or estimate number.
Pipedriveor swap with your favorite app
3.Calculate business-day due date
Integrate Code by Zapier and date calculation tools to compute an activity date from expiration or update data.
Code by Zapieror swap with your favorite app
4.Update deal for revised quote
Integrate Pipedrive and deal fields to update deal value, expiration, and revised-quote pipeline stage.
5.Create deal follow-up activity
Integrate Pipedrive and activity scheduling to create a follow-up with owner details and a 3PM due time.
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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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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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