1.Catch Hook and receive payload
Integrate Webhooks by Zapier and mapping tools to receive the quote payload and centralize client and quote fields.
Create sales opportunities and quotes from incoming requests
Automatically catch quote payloads across Webhooks by Zapier and Salesforce. Create and update when requests arriveβso you can capture every client, opportunity, and quote without manual data entry.
How this automation accelerates your quote follow-up
When new quote payloads hit your intake, delays can break follow-up timing and slow quoting. This automation catches payloads, finds or creates CRM records, and creates quote and opportunity linksβso your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Find Record for account
Integrate Salesforce and CRM lookup tools to find an Account by phone and return the id for downstream mapping.
Salesforceor swap with your favorite app
3.Find or create lead
Integrate Salesforce and lead routing tools to find or create a Lead from client name, email, and phone.
4.Create opportunity record
Integrate Salesforce and CRM record tools to create an Opportunity with account or lead references for quote follow-up.
5.Create quote record
Integrate Salesforce and quote document tools to create a Quote linked to the opportunity with totals and contact info.
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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!)
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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