1.Receives quote payload
Integrate Webhooks by Zapier, payload parsing, and quote intake to parse contact and project fields.
Send quote, notify client, and create lead record
Automatically capture new quote submissions across Webhooks by Zapier, Brevo, Twilio, and Google Sheets. Create and update records when quote submitted, lead match found, or mobile providedβso you can deliver quotes, notify prospects, and log tracking without manual follow-up.
How this automation accelerates your quote follow-up
When a new quote arrives in an unstructured payload, delays can slow responses and reduce conversion chances. This automation receives the quote, creates or updates a lead record, and sends email and SMS while updating your spreadsheetβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Creates or updates lead
Integrate Sub-Zap by Zapier, lead mapping tools, and CRM-like records to create or update a lead and return a lead ID.
Sub-Zap by Zapieror swap with your favorite app
3.Sends quote transactional email
Integrate Brevo, email template tools, and quote delivery settings to send a transactional email with quote details.
Brevoor swap with your favorite app
4.Sends quote SMS when mobile exists
Integrate Twilio, SMS messaging, and mobile presence rules to send a short quote link and reference.
Twilioor swap with your favorite app
5.Updates spreadsheet tracking row
Integrate Google Sheets, spreadsheet logging, and tracking fields to update the row with project and quote reference IDs.
Google Sheetsor 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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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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