1.Captures new email
Integrate Email Parser by Zapier and email parsing tools to map parsed output from new messages to structured fields for quote creation.
Send personalized moving proposals from parsed emails to customers
Automatically parse move request emails across Email Parser by Zapier, Code by Zapier, Google Sheets, GetAccept, and Zapier Tables. Create and update when new email arrives, parsed fields extract correctly, or proposals generateβso you can send offers, update quote records, and report status without manual reporting.
How this automation speeds up proposal delivery
When new email is received, delayed quote drafts can slow decisions and reduce conversions. This automation parses move request details and sends personalized proposals and updates reporting recordsβso your team can follow up faster.
Email Parser by Zapieror swap with your favorite app
2.Runs JavaScript parsing
Integrate Code by Zapier and extraction logic to extract structured fields like move date, size, and contact details for proposal mapping.
Code by Zapieror swap with your favorite app
3.Looks up and writes rows
Integrate Google Sheets and spreadsheet routing to lookup by contact email, then update or add the domestic or international quote row.
Google Sheetsor swap with your favorite app
4.Sends proposal template
Integrate GetAccept and offer generation tools to send a mapped proposal template and attach the generated offer file.
GetAcceptor swap with your favorite app
5.Creates reporting record
Integrate Zapier Tables and reporting views to create a record with move date, international flag, and proposal send status.
Zapier Tablesor 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.
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
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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