CRM isn’t on Zapier? Here is How to Connect PriceGuide to a CRM Using Zapier + Webhooks

Want to send your PriceGuide leads into a CRM that isn’t listed on Zapier? As long as your CRM supports webhooks, you can set this up in minutes — no developer or API key needed.

In this short tutorial, we’ll walk you through how to:

• Trigger a Zap from a submitted estimate

• Send the lead data to any CRM that accepts a webhook

Let’s dive in.

Before You Start

Here’s what you need:

• A published estimator in your PriceGuide account

• A Zapier account (free is fine)

• A Webhook URL from your CRM (your CRM’s support docs will usually provide this)

No API keys. No code.

Step 1: Start Your Zap in Zapier

• Go to Zapier and click “Create Zap.”

• For your Trigger, search for PriceGuide (Beta).

• Choose the event: “New Estimate Submitted.”

• Connect your PriceGuide account by logging in — Zapier will guide you through it.

• Select the estimator you want to connect.

• Zapier will load a recent test submission so you can use real data in the next steps.

Step 2: Add a Webhook to Send Data to Your CRM

• After the trigger, click the “+” to add a new Action step.

• Choose Webhooks by Zapier.

• Select the POST action.

• In the Webhook URL, paste the link from your CRM (ask your CRM provider if you’re unsure where to find this).

• Set Payload Type to JSON.

• In the Data section, map your fields from PriceGuide:

Example format:

full_name: {{Full Name}}
email: {{Email}}
service: {{Service Selected}}
estimate: {{Price Estimate}}

(Optional) If your CRM needs headers (e.g. for authorization), add them in the Headers section.

Step 3: Test and Publish

• Click “Test Action” to send the sample lead data to your CRM.

• Check your CRM — if the data arrived, you’re good!

• Click “Publish Zap” to make it live.

Now every estimate submission from your selected priceguide estimator will be sent directly to your CRM via webhook.

 Pro Tips

• You can format or clean up fields using Zapier’s Formatter tool between steps.

• Use filters if you want to route only certain types of leads to this CRM.

• You can create different Zaps for different estimators or workflows.

You’re Done!

No more manual lead entry. No more chasing data. Just a clean, instant connection from your estimator to your CRM — even if it’s not listed on Zapier.

This is how automation should feel.

Need help setting this up?

Book a quick onboarding call or message us in your priceguide dashboard.

#NoCallForQuote #PowerOfPricingTransparency #TrustWins