1.Monitor new quote form entries
Integrate WPForms and lead capture forms to monitor quote form submissions and centralize raw request data.
Create vetted sales leads from website quote forms
Automatically monitor new form entries for website quote submissions across WPForms and Salesforce. Create and update vetted leads when quote forms submitted, new quote requests, or website quote submissionsβso you can filter spam patterns, normalize contact fields, and create CRM lead records without manual lead triage.
How this automation creates vetted sales leads
When new quote form entries come in, noisy submissions slow regional triage and reduce lead quality. This automation monitors WPForms entries, filters and normalizes data, and creates Salesforce leadsβso your team can respond faster with cleaner contacts.
WPFormsor swap with your favorite app
2.Blocks spam and low quality entries
Integrate Filter by Zapier and validation rules to block submissions with links or non-Latin characters and stop spam records.
Filter by Zapieror swap with your favorite app
3.Normalizes contact fields
Integrate Formatter by Zapier and phone normalization tools to normalize phone numbers and split full names into first and last.
Formatter by Zapieror swap with your favorite app
4.Creates vetted Salesforce lead
Integrate Salesforce and CRM lead management to create a lead, map fields from the quote, and append quote details as a lead note.
Salesforceor swap with your favorite app
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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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