Automated quote request intake and tracking

Purpose

1.1. Automate the intake, acknowledgment, aggregation, and status tracking of corporate customer quote requests specific to anodizing services in surface treatment.
1.2. Streamline multi-channel quote collection (web, email, phone, social), initial response, routing to account reps, progress monitoring, internal notifications, and follow-ups, while minimizing manual interventions and errors.

Trigger Conditions

2.1. Corporate customer submits a quote via website form.
2.2. Email received at designated sales inbox.
2.3. Quote requests submitted via SMS or WhatsApp.
2.4. API call from partners or procurement platforms.
2.5. CRM or ERP system logs a new inbound quote request event.

Platform Variants

3.1. Salesforce
  • Feature: Web-to-Lead
  • Setting: Capture web form input, trigger Flow to assign rep, send acknowledgment.
3.2. HubSpot
  • Feature: Forms API & Workflows
  • Setting: Auto-create deal/lead, send response email, task for rep.
3.3. Microsoft Power Automate
  • Feature: Automated Flow
  • Setting: Monitor shared mailbox, parse attachments, trigger Teams or Planner.
3.4. Zapier
  • Feature: Email Parser + Google Sheets
  • Setting: Extract request details from emails, log to Sheets, webhook to CRM.
3.5. Pipedrive
  • Feature: Smart Docs, Web Forms
  • Setting: Collect quotes, auto-create deals, trigger pipeline movement.
3.6. Twilio
  • Feature: Programmable SMS
  • Setting: Receive SMS, call API to post to quote board, auto-reply customer.
3.7. SendGrid
  • Feature: Inbound Parse Webhook
  • Setting: Parse and POST email quote requests to automation endpoint.
3.8. Google Workspace
  • Feature: Gmail API & Google Apps Script
  • Setting: Search for quote request emails, extract info, update Google Sheet.
3.9. Slack
  • Feature: Incoming Webhooks
  • Setting: Notify #quotes channel on new intake, post summary message.
3.10. Monday.com
  • Feature: Forms + Automations
  • Setting: Intake web quotes, auto-assign owner, update status field.
3.11. Zoho CRM
  • Feature: Web Forms, Blueprint
  • Setting: Direct form submission to CRM, enforce process steps.
3.12. Freshdesk
  • Feature: Ticket Automation
  • Setting: Convert quote requests to tickets, use tags/triggers for routing.
3.13. Airtable
  • Feature: Forms & Automations
  • Setting: Store and track quote requests, trigger follow-up automation.
3.14. Notion
  • Feature: API + Database
  • Setting: Intake quotes via integration, update Kanban status.
3.15. ClickUp
  • Feature: Forms & Automations
  • Setting: Capture request, task assignment, status update automation.
3.16. ServiceNow
  • Feature: Service Catalog, Workflow
  • Setting: Corporate users submit requests, workflow routes and tracks progress.
3.17. Intercom
  • Feature: Messaging API
  • Setting: Intake from chat, auto-create deal or ticket in backend system.
3.18. DocuSign
  • Feature: PowerForms
  • Setting: Receive digital quote requests, trigger webhook to intake process.
3.19. Outlook 365
  • Feature: Mail Rules + Power Automate
  • Setting: Route new quote emails to shared mailbox, trigger automation.
3.20. Asana
  • Feature: Forms + Rules
  • Setting: Collect quote info as tasks, assign, and trigger project flows.

Benefits

4.1. Faster, error-free quote intake across channels.
4.2. Consistent acknowledgment and customer communication.
4.3. Centralized tracking and automated assignment.
4.4. Real-time internal notifications and process visibility.
4.5. Improved data capture for analytics and forecasting.