1.Captures submitted RFQ form event
Integrate Klaviyo and form capture tools to capture submitted RFQ and contact details for downstream processing.
Create CRM leads and opportunities from RFQ forms
Automatically monitor submitted form events across Klaviyo and Close. Create and update when RFQ submissions, contact form submissions, or qualifying form source values appearβso you can create leads, update lead records, and generate opportunities without manual lead entry.
How this automation creates CRM leads and opportunities
When submitted form events arrive, delays can stall follow-up and reduce conversion from inbound RFQs. This automation filters qualifying submissions, then finds or creates leads and updates them and creates opportunitiesβso your team can act immediately.
Klaviyoor swap with your favorite app
2.Filters qualifying RFQ submissions
Integrate Filter by Zapier and routing rules to continue only for RFQ submissions with a qualifying form source.
Filter by Zapieror swap with your favorite app
3.Finds or creates a lead
Integrate Close and CRM contact matching to find by email or create a new lead for each submission.
Closeor swap with your favorite app
4.Updates the lead record
Integrate Close and CRM fields to set inbound lead stage, add the form source tag, and map custom fields.
5.Creates an RFQ opportunity
Integrate Close and pipeline management to create an opportunity, add a submission note, and assign the owner.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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