1.Catches new quick-quote submissions
Integrate Webflow and form builders to capture submission data, including submission ID and contact details, for lead intake.
When quick-quote submissions arrive, delays can create duplicate or incomplete lead records. This automation captures the submission, finds matching leads in your table, and creates or updates standardized recordsβso your team can respond with consistent intake.
Integrate Webflow and form builders to capture submission data, including submission ID and contact details, for lead intake.
Integrate Airtable and data lookup tools to search your lead table by email using submission ID as a dedupe fallback.
Integrate Airtable and CRM workflows to create or update leads with mapped fields, vessel details, coverage request, and marketing attribution.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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