1.Catch RFQ form submission
Integrate Webflow and form field mapping tools to normalize RFQ fields so you can capture lead name and contact info.
Create lead records from RFQ form submissions quickly
Automatically catch RFQ form submissions in Webflow and map core fields across lead capture and device context. Post to Slack and create or match lead records in Microsoft Dynamics 365 CRM so reps can follow up without manual data entry.
How this automation converts RFQ into ready-to-contact leads
When RFQ form submissions come in without structured fields, follow-ups stall and reps waste time retyping details. This automation catches submissions, cleans and codes device data, posts an intake payload, finds or creates CRM leads, and notifies your teamβso you can respond quickly.
Webflowor swap with your favorite app
2.Transform text and device codes
Integrate Formatter by Zapier and text processing tools to normalize device labels, strip comments, and convert device text to a code.
Formatter by Zapieror swap with your favorite app
3.Post intake payload to API
Integrate Webhooks by Zapier and JSON payload tools to post mapped lead data to your intake API and capture a response reference.
Webhooks by Zapieror swap with your favorite app
4.Find or create CRM lead
Integrate Microsoft Dynamics 365 CRM and CRM record tools to search by email, create a lead on no match, and store the intake reference.
Microsoft Dynamics 365 CRMor swap with your favorite app
5.Send team channel message
Integrate Slack and team messaging tools to post a lead link or intake reference so reps can follow up fast.
Slackor swap with your favorite app
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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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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