1.Captures new quote form entry
Integrate WPForms and data capture tools to watch for new quote submissions and kick off lead routing.
Create qualified quote leads and route to rep
Automatically capture new quote submissions across WPForms and Google Sheets. Create and route qualified regional leads with email so you can alert reps, log submissions, and qualify coverage without manual routing or spreadsheet work.
How this automation routes qualified quote leads
When quote submissions arrive without routing rules, leads sit idle and response times slip. This automation creates lead records, checks regional coverage, and sends contextual emailsβso your team can follow up faster with qualified prospects.
WPFormsor swap with your favorite app
2.Creates lead sheet row
Integrate Google Sheets and spreadsheet columns to map form fields into a central lead row for tracking.
Google Sheetsor swap with your favorite app
3.Looks up regional coverage
Integrate Google Sheets and coverage worksheets to lookup postal codes and fetch matching regional recipient fields.
4.Branches when match exists
Integrate Filter by Zapier and routing conditions to continue only when regional lookup results exist.
Filter by Zapieror swap with your favorite app
5.Sends regional rep email
Integrate Microsoft Outlook and email templates to send a contextual message to the matched regional recipient.
Microsoft Outlookor swap with your favorite app
6.Sends default inbox email
Integrate Microsoft Outlook and inbox workflows to send the same message to a configured default destination when no match is found.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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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