1.Detect new Typeform entry
Integrate Typeform and form capture tools to detect quote requests and trigger downstream quote delivery.
Send client quote email with attachments and follow-up
Automatically monitor Typeform for new entry submissions across Typeform, Gmail, Zapier Tables, Delay by Zapier, and Mailchimp. Automatically send quote emails with attachments, create client table records, and subscribe contacts after a short review holdβso you can reduce manual follow-up and missed quotes.
How this automation sends quotes without delays
When new quote requests come in from Typeform, delays can cause missed send times and extra back-and-forth. This automation holds for review, sends the quote with attachments, records the submission, and subscribes the contactβso your team can keep follow-up on track.
Typeformor swap with your favorite app
2.Hold for 30 minutes review
Integrate Delay by Zapier and workflow controls to hold for 30 minutes before sending the quote email.
Delay by Zapieror swap with your favorite app
3.Send quote email with attachments
Integrate Gmail, file storage tools, and messaging templates to send quote emails with attached PDF and instructions.
Gmailor swap with your favorite app
4.Create client record in table
Integrate Zapier Tables and database tools to create a new record and log quote sent notes.
Zapier Tablesor swap with your favorite app
5.Hold for 1 day follow-up window
Integrate Delay by Zapier and workflow timing tools to hold for 1 day before enrolling the contact.
6.Add or update subscriber
Integrate Mailchimp and email marketing lists to add or update subscribers and apply subscribed status.
Mailchimpor swap with your favorite app
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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.
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