1.Triggers on new submissions
Integrate Paperform and form capture to trigger processing when a new quote submission arrives.
Create leads from custom quote requests with location
Automatically monitor new quote form submissions across Paperform, Formatter by Zapier, and WhatConverts. Create and update when quote requests submitted, contact details added, or locations providedβso you can capture leads, attach files, and tag quote requests without manual lead follow-up.
How this automation accelerates quote-request lead capture
When new quote form submissions arrive, lead routing can stall and follow-up gets delayed. This automation normalizes values and creates and updates lead recordsβso your team can respond to quote requests faster.
Paperformor swap with your favorite app
2.Normalizes submission fields
Integrate Formatter by Zapier and data formatting tools to normalize submission values to standardize phone, location, and measurements.
Formatter by Zapieror swap with your favorite app
3.Creates a lead record
Integrate WhatConverts and lead capture systems to create a lead record to map submitter contact and measurement fields.
WhatConvertsor swap with your favorite app
4.Adds quote request tag
Integrate WhatConverts and tagging workflows to update lead tags to mark the record as a quote request.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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