1.Detect new form entry
Integrate WPForms and forms tools to capture quote form submissions to trigger intake processing.
Create quote lead from landing page form instantly
Automatically monitor new quote form submissions across WPForms. Send each intake payload to your endpoint, log the lead in Google Sheets, and notify schedulers by outbound emailβso you can route quickly without manual lead entry.
How this automation books quote requests faster
When new quote form entries arrive, delays can cause missed quotes and slow booking. This automation posts the form payload, logs the lead in a sheet, and emails schedulers right awayβso your team can act on intent without manual entry.
WPFormsor swap with your favorite app
2.Post payload to intake endpoint
Integrate Webhooks by Zapier and data mapping tools to post the form payload and route fields to your intake endpoint.
Webhooks by Zapieror swap with your favorite app
3.Create lead intake row
Integrate Google Sheets and reporting tools to append a lead intake row and map contact fields to columns.
Google Sheetsor swap with your favorite app
4.Send outbound scheduler email
Integrate Email by Zapier and email inbox tools to send a contact summary and a link for scheduling follow-up.
Email by Zapieror swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all lead generation automations
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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