1.Captures new proposal submissions
Integrate Jotform and form capture tools to match submission references and capture key proposal fields to update your intake workflow.
Update deals from proposal form submissions fast same day
Automatically capture new submission details from Jotform across proposal and deal workflows. Create or update deal records when submission reference matches, deals are found, or pricing fields arriveβso you can update fields, log intake, and keep quoting fast without manual data entry.
How this automation accelerates your same-day deal updates
When new proposal submissions land in your form and no one matches them to deals quickly, important quotes stall and outreach gets delayed. This automation captures submission fields, finds or creates table records, and updates Pipedrive dealsβso your team can act on fresh pricing and details immediately.
Jotformor swap with your favorite app
2.Finds deals by submission reference
Integrate Pipedrive and CRM search tools to look up the correct deal using the configured submission reference or deal ID to map outcomes.
Pipedriveor swap with your favorite app
3.Finds or creates intake record
Integrate Zapier Tables and database tools to find a row by submission reference and create one when missing to store status and pricing.
Zapier Tablesor swap with your favorite app
4.Updates deals with proposal fields
Integrate Pipedrive and CRM field mapping tools to update deal contact, proposal summary, and pricing fields when submission values are present.
5.Updates intake record status
Integrate Zapier Tables and reporting tools to write back deal linkage, status, and an intake note to keep your quote pipeline current.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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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
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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