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How Zapier works

Zapier makes it easy to integrate SumoQuote with Lead Score by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from SumoQuote

A trigger is an event that starts your Zap and runs the workflow. For example, with SumoQuote, a trigger could be "Email Bounced."
A trigger is the event that kicks off your automated workflow.

Setup an action from Lead Score by Zapier

An action is what takes place after the automation is triggered.
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SumoQuote to Lead Score by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your SumoQuote to Lead Score by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect SumoQuote and Lead Score by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • SumoQuote triggers, actions, and search
    Email Bounced

    Triggers when a notification, sent from SumoQuote has bounced.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search
    Email Opened

    Triggers when an email, sent from SumoQuote, has been opened for the first time.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search
    Report Sent for Signatures

    Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search
    Project Updated

    Triggers when a SumoQuote Project is updated.

    Trigger
    Instant
    Try It
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About SumoQuote
SumoQuote is a better way to build beautiful proposals so you can win more work.
Related categories
Proposal & Invoice Management
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About Lead Score by Zapier
An easy tool to score and obtain information about your leads.
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Related categories
Contact ManagementZapier

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