1.Detect compact quote form entry
Integrate WPForms and lead-capture forms to capture each compact quote submission and trigger downstream lead intake.
Create new lead from compact quote website form
Automatically monitor compact quote form submissions across WPForms, Webhooks by Zapier, Google Sheets, and CRM. Create and update when compact quote submitted, email captured, or postcode providedβso you can log submissions, create lead records, and kick off estimator follow-up without manual data entry.
How this automation accelerates new lead intake
When compact quote submissions roll in, delays can stall office intake and estimator follow-up. This automation processes new form entries, posts intake payloads, and creates spreadsheet logs and CRM leadsβso your team can respond faster.
WPFormsor swap with your favorite app
2.Posts intake endpoint payload
Integrate Webhooks by Zapier and intake endpoints to post source fields, submission timestamp, and job context to your intake workflow.
Webhooks by Zapieror swap with your favorite app
3.Creates spreadsheet row log
Integrate Google Sheets and reporting systems to create a raw submission log row for office review and follow-up prep.
Google Sheetsor swap with your favorite app
4.Creates contact and lead
Integrate Webhooks by Zapier or CRM and CRM workflows to create or match a contact and set lead details for follow-up.
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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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