1.Catches new submission
Integrate Typeform, webhook triggers, and form fields to capture submission timestamp and respondent answers.
Send prepared quote email and log client inquiry record
Automatically monitor Typeform new submissions across Typeform, Zapier Tables, Gmail, and Mailchimp. Send fee quote emails, create client inquiry records, and add contacts to nurture listsβso you can avoid manual follow-up.
How this automation sends quotes and logs client inquiries
When qualifying quote requests come in through Typeform, delays can stall responses and lose momentum. This automation catches submissions, filters and delays when needed, then sends fee quote emails, creates client inquiry records, and updates nurture subscribersβso your team can follow up fast.
Typeformor swap with your favorite app
2.Stops non qualifying leads
Integrate Filter by Zapier and validation logic to continue only for qualifying submissions with required inputs.
Filter by Zapieror swap with your favorite app
3.Delays before sending email
Integrate Delay by Zapier and scheduling controls to pause before the Gmail send for review time.
Delay by Zapieror swap with your favorite app
4.Sends fee quote email
Integrate Gmail and email templates to send the prepared fee quote with mapped fields and quote attachments.
Gmailor swap with your favorite app
5.Creates client inquiry record
Integrate Zapier Tables and table records to create a client inquiry entry and tag it with quote type.
Zapier Tablesor swap with your favorite app
6.Adds or updates subscriber
Integrate Mailchimp and audience sync to add or update subscriber details and set the correct status.
Mailchimpor 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
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
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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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Jacob Sirrs, Marketing Operations Specialist
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