1.Detects new form submissions
Integrate Gravity Forms and lead capture forms to detect each new training inquiry submission and trigger quote workflows.
Update quote records from training inquiry form entries
Automatically capture new form submissions across Gravity Forms, Formatter by Zapier, and Google Sheets. Create and update when inquiry submitted, project ID included, or quote ID matchedβso you can format dates, update quote rows, and keep proposals consistent without manual quote entry.
How this automation updates your quote records
When new training inquiry entries arrive, delayed updates can slow deal follow-through and confuse proposal context. This automation formats submission fields, looks up matching rows, and updates quote recordsβso your team acts on the latest details without manual entry.
Gravity Formsor swap with your favorite app
2.Formats submitted dates
Integrate Formatter by Zapier and data mapping tools to format the submitted date field for consistent updates.
Formatter by Zapieror swap with your favorite app
3.Looks up matching quote rows
Integrate Google Sheets and sheet search to look up the quotations sheet by project or quote ID.
Google Sheetsor swap with your favorite app
4.Updates quote records
Integrate Google Sheets and spreadsheet updates to map pricing, trainer, notes, and status as pending in matching rows.
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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!)
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