1.Catches quote submission hook
Integrate Webhooks by Zapier and webhook routing tools to capture incoming quote submission data to trigger lead creation.
Create lead rows from personal quote form submissions
Automatically catch quote form submissions through Webhooks by Zapier across Smartsheet, Formatter by Zapier, and CloudConvert. Create and attach a converted PDF lead row and fill consent columnsβso you can triage new interest without manual follow-up paperwork.
How this automation accelerates lead follow-up
When quote submissions hit the webhook hook, leads can sit untriaged while files and details are manually re-entered. This automation formats consent data, creates Smartsheet lead rows, converts and attaches PDFsβso your team can respond to new interest faster.
Webhooks by Zapieror swap with your favorite app
2.Creates disclosure boolean
Integrate Formatter by Zapier and utilities to run a disclosure lookup and output a consent boolean to populate disclosure fields.
Formatter by Zapieror swap with your favorite app
3.Adds lead row in Smartsheet
Integrate Smartsheet and spreadsheet workflows to add a new lead row with mapped contact, role, and location fields to set unassigned status.
Smartsheetor swap with your favorite app
4.Converts lead details to PDF
Integrate CloudConvert and file conversion tools to convert the incoming lead details file to PDF and map the webhook file URL to the converter.
CloudConvertor swap with your favorite app
5.Attaches converted PDF to row
Integrate Smartsheet and attachment workflows to attach the converted PDF to the new row when a converted file exists.
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