1.Triggers on new configurator entry
Integrate Typeform and form submission tools to capture respondent email and pricing inputs for new quote creation.
Send tailored configurator offer emails to buyers fast
Automatically monitor configurator form submissions across Typeform. Create itemized price offers and send tailored configurator emails when configurator submissions arrive, pricing inputs change, or emails are capturedβso you can normalize text, calculate totals, and deliver personalized offers without manual pricing worksheets.
How this automation calculates and emails quote offers
When configurator submissions come in but quotes stay manual, opportunities stall and pricing errors creep in. This automation triggers on new Typeform entries, cleans inputs, calculates itemized totals, assigns an offer number, and sends a tailored Email by Zapierβso you can quote faster.
Typeformor swap with your favorite app
2.Cleans selection text
Integrate AI by Zapier and text normalization tools to clean raw material selection text for downstream processing.
AI by Zapieror swap with your favorite app
3.Calculates itemized pricing totals
Integrate Formatter by Zapier and price calculator logic to map pricing tables and compute per component totals.
Formatter by Zapieror swap with your favorite app
4.Assigns unique offer number
Integrate Storage by Zapier and data store tools to increment and read an offer number for each submission.
Storage by Zapieror swap with your favorite app
5.Sends tailored offer email
Integrate Email by Zapier and email delivery tools to send the personalized offer with greeting and itemized pricing.
Email by Zapieror 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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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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