1.Catch Hook payload
Receives the quote form payload and maps source fields like name, contact email, product selection, dimensions, postcode, and flags to workflow variables.
Send customer quote and create lead in board
Automatically catch quote form submissions across Webhooks by Zapier, Code by Zapier, monday.com, and Gmail. Create and update lead records and send customer quotes when quote form posted, quote submission received, or hook payload arrivesβso you can price quotes, update board items, and email both teams without manual quoting.
How this automation accelerates your quote delivery
When an incoming quote form post arrives, quoting delays can stall deals and leave customers waiting. This automation, calculates priced quotes and updates board leads and emails the right HTMLβso your team can respond fast without manual quoting.
Webhooks by Zapieror swap with your favorite app
2.Run pricing and render templates
Calculates order value and generates internal breakdown HTML plus customer email HTML using template logic and mapped pricing inputs.
Code by Zapieror swap with your favorite app
3.Find then create or update item
Searches the board by submission ID or email and updates the lead with quote details or creates a new lead in the quoted leads group.
monday.comor swap with your favorite app
4.Send quote emails
Sends an internal email with the breakdown HTML and sends the customer-facing HTML to the submitter email with price summary and a link to the board item.
Gmailor swap with your favorite app
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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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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!)
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