1.Detect new form submission
Integrate Zapier Forms and form intake tools to catch new quote submissions to trigger quote enrichment.
Update specialty unit quote records from form submissions
Automatically enrich new quote form submissions across Zapier Forms and your workflow stack. Create and update quote table records when SKU submissions arrive, lookup results return, or errors occurβso you can populate pricing, capture availability, and clean up temporary entries without manual reporting.
How this automation updates quote records
When quote submissions land with missing or stale SKU details, delays and duplicate records slow quoting. This automation fetches live SKU pricing and inventory, updates Zapier Tables rows, and runs retention deletes or error cleanupβso your team can quote from accurate data.
Zapier Formsor swap with your favorite app
2.Fetch SKU lookup data
Integrate Webhooks by Zapier, SKU lookup endpoints, and API response fields to retrieve price, cost, units, details, and dates to fill quote inputs.
Webhooks by Zapieror swap with your favorite app
3.Calculate markup percent
Integrate Formatter by Zapier and value formatting tools to compute markup and map it into a displayable percent or text to enrich the quote table.
Formatter by Zapieror swap with your favorite app
4.Update or create table row
Integrate Zapier Tables and table mapping tools to map price, cost, availability, notes, markup, and timestamps to quote record columns to save quotes.
Zapier Tablesor swap with your favorite app
5.Apply retention cleanup rules
Integrate Paths by Zapier, Delay by Zapier, and Zapier Tables to delay then delete valid temporary rows or update error notes and delete failed rows to clear transient failures.
Paths by Zapieror swap with your favorite app
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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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David Laderberg, VP of Sales
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Allen Lai, Head of Customer Experience
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