Lead Management & Customer AcquisitionPurpose
1.2. Collect lead, appliance, and service request details, automatically calculate costs, and send formal quotes.
1.3. Reduce manual workload, ensuring swift and accurate follow-up for higher conversion.
Trigger Conditions
2.2. Customer inquiry received through email, chat, social media, or phone IVR.
2.3. CRM lead status changes to “quote requested” or “qualified.”
2.4. Inbound chat initiates with keyword: “Quote.”
2.5. Field engineer submits site details for instant quoting.
Platform Variants
3.1. Salesforce
• Feature: Workflow Rules — auto-generate quote on new Lead/Opportunity.
• Configuration: Set rule to trigger Quote Template creation and send.
3.2. HubSpot
• Feature: Workflows — automate quote document with “Create Deal” action.
• Configuration: Trigger workflow when Contact property “Request Type” equals “Quote.”
3.3. Zoho CRM
• API: Quotes API — auto-create and email quote from lead webhook.
• Configuration: Trigger API with lead form submission; send quote to email.
3.4. Microsoft Dynamics 365
• Feature: Power Automate Flow with “Create Quote” and “Send Email V2.”
• Configuration: Start flow on new Lead; populate template; send.
3.5. Pipedrive
• API: Deals — auto-generate quote using Custom Fields and Activities.
• Configuration: On stage change to “Quoting,” trigger webhook to email quote PDF.
3.6. Freshsales
• Feature: Workflow Automations — create and email quote PDF to new qualified lead.
• Configuration: Use “Create Quote” and “Send Email” actions.
3.7. Intercom
• API: Conversations — auto-send pre-configured quote to lead message.
• Configuration: Use trigger on “New Chat” with quote intent to send quote reply.
3.8. Zendesk Sell
• Feature: Triggers and Automations — send quote template on ticket status change.
• Configuration: When Ticket = “Quote Request,” trigger template delivery.
3.9. Twilio SMS
• API: Programmable Messaging — send quote as SMS PDF link or message.
• Configuration: On trigger event, use Send Message API with quote URL.
3.10. SendGrid
• API: Email delivery — dispatch customized quote document email.
• Configuration: Send email on webhook from CRM with quote attachment.
3.11. Gmail API
• API: Users.messages.send — transmit quote PDF to customer directly.
• Configuration: Trigger on form submit; call send endpoint with attachment.
3.12. Google Drive
• API: Files.create — store quote PDF and get shareable link.
• Configuration: Generate PDF on trigger, upload, return share link.
3.13. DocuSign
• API: Envelopes.create — generate and send quote for e-signature.
• Configuration: Trigger for larger deals needing sign-off.
3.14. QuickBooks Online
• API: Estimate — auto-create estimate and email to contact.
• Configuration: On lead qualification, push customer and quote data.
3.15. PandaDoc
• API: Document.create — generate interactive quote and send to lead.
• Configuration: Use workflow to map data, send quote instantly.
3.16. Monday.com
• Feature: Automations — generate and email quote on new request item.
• Configuration: Automatic creation and delivery using template column values.
3.17. Slack
• API: chat.postMessage — notify sales team and optionally deliver quote to contact.
• Configuration: On quote generation, post summary and clickable file link.
3.18. Microsoft Teams
• API: sendMessage — alert sales/support, optionally send quote to client.
• Configuration: On quote event, post adaptive card with quote details.
3.19. Shopify
• API: Draft Orders — send quote for appliance services as draft order.
• Configuration: On service inquiry, auto-create and send draft order as quote.
3.20. Airtable
• API: Automations — auto-create quote record and email with attachment.
• Configuration: On form submission, map fields to quote template, send email.
3.21. Dropbox Sign
• API: Signature Request Send — generate quote for e-signature.
• Configuration: Trigger for quotes requiring customer sign-off.
Benefits
4.2. Ensures quote accuracy, eliminating manual mistakes.
4.3. Scalable, handling high lead volumes with speed.
4.4. Enhances customer experience with instant, professional quotes.
4.5. Saves staff time and standardizes sales process.