1.Monitor new inbox quote emails
Integrate Microsoft Outlook and email inbox tools to watch the configured quotes inbox for new messages and capture metadata and attachments.
Forward quote emails to processing mailbox for proposals
Automatically monitor new quote email in Microsoft Outlook across Microsoft Outlook and Zapier. Automatically route when quote requests arrive, subject patterns match, or inbox messages appearβso you can start proposals, forward sender context, and avoid inbox triage without manual inbox triage.
How this automation speeds up proposal kickoff
When new emails arrive in the configured quotes inbox, delays can stall proposal turnaround and increase manual inbox triage. This automation filters qualifying quote requests and forwards them with sender context and attachmentsβso your team can start proposals immediately.
Microsoft Outlookor swap with your favorite app
2.Filter qualifying quote requests
Integrate Filter by Zapier and message filtering tools to continue only for quote request criteria and skip non matching emails.
Filter by Zapieror swap with your favorite app
3.Forward to processing mailbox
Integrate Microsoft Outlook and email routing tools to forward the original message with context, include attachments, and map identifiers for dedupe.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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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.
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