1.Monitors new channel messages
Integrate Slack and collaboration channels to detect new message posts and pass sender details and message text to the flow.
Send matched quote details to the requesting user
Automatically monitor new message posts across Slack channels and route matched quote context across Zapier Tables and Gmail. Send direct message details when quote requests and lookups landβso you can match records, retrieve email context, and notify requesters without manual searching.
How this automation delivers quote context fast
When new quote or lookup requests arrive in Slack, delayed replies can slow deal momentum and waste sales time. This automation monitors Slack messages, finds matching records in Zapier Tables, falls back to Gmail, and DMs the requesterβso your team responds with the right context.
Slackor swap with your favorite app
2.Finds matching quote record
Integrate Zapier Tables and quote databases to search your quotes table and return the first matching record reference link.
Zapier Tablesor swap with your favorite app
3.Finds email thread fallback
Integrate Gmail and email search tools to look up the top matching message snippet or thread when table matches are missing.
Gmailor swap with your favorite app
4.Sends direct message to requester
Integrate Slack and collaboration channels to send the found quote or email context back to the original sender with a link.
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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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