1.Monitor opportunity enters estimate status
Integrate Close, CRM pipelines, and sales ops tools to detect the moment an opportunity moves to estimate status and trigger the workflow.
Make estimates and notify billing when deals reach estimate
Automatically monitor opportunities moving to configured estimate status across Close, Invoiced, and Formatter by Zapier. Create and update when opportunity moves to estimate stage, estimate status flips from qualification, or deals reach the estimate thresholdβso you can create customer records, generate numbered estimate documents, and flag CRM leads for billing without manual billing follow-up.
How this automation protects your billing readiness
When a deal reaches the estimate stage and billing is not ready, delays can stall invoicing and cash collection. This automation takes the opportunity context, finds or creates the right customer, generates a numbered estimate, and updates the lead with a pending billing flagβso your team can bill faster.
Closeor swap with your favorite app
2.Find or create customer record
Integrate Invoiced, customer directories, and contact fields to map lead details to a matching or new customer for invoicing.
Invoicedor swap with your favorite app
3.Generate compact estimate number
Integrate Formatter by Zapier and data formatting tools to truncate names and generate a numbered estimate identifier.
Formatter by Zapieror swap with your favorite app
4.Create numbered estimate document
Integrate Invoiced and estimate templates to create an estimate with the customer ID, estimate name, and generated number.
5.Flag lead for billing review
Integrate Close and CRM fields to update the lead with estimate ID and URL and set a pending billing flag.
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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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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