1.Detect new or updated spreadsheet row
Integrate Google Sheets, and spreadsheet automation tools to detect updated quote submissions.
Send repair quotes to customers via email and SMS
Automatically monitor new or updated quote submission rows across Google Sheets, Formatter by Zapier, Gmail, Quo, and Storage by Zapier. Create and update when quote row added, quote row updated, or repair details changeβso you can lookup pricing, send email quotes, and text customers without manual follow-up.
How this automation sends quotes faster and keeps records
When new or updated quote submission rows land in a spreadsheet, delays can slow replies and risk inconsistent pricing. This automation looks up pricing and builds templated email and SMS messages and saves a quote recordβso your team can respond without manual follow-up.
Google Sheetsor swap with your favorite app
2.Lookup pricing row from submission
Integrate Google Sheets, and pricing calculator tools to map device model and repair type to lookup pricing.
3.Build HTML email and SMS text
Integrate Formatter by Zapier, and message templating tools to generate an HTML email body and short SMS text.
Formatter by Zapieror swap with your favorite app
4.Send templated email to customer
Integrate Gmail, and email tracking tools to send the HTML email and apply a label for sent quotes.
Gmailor swap with your favorite app
5.Send SMS when phone is present
Integrate Quo, and SMS messaging tools to send templated text to the customer phone number.
Quoor swap with your favorite app
6.Save quote record for future lookup
Integrate Storage by Zapier, and records storage tools to save the quote summary and chosen pricing.
Storage by Zapieror 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.
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