1.Monitors new form entry
Integrate WPForms and form capture tools to detect new quote submissions and pull submitted lead fields.
Send assigned advisor email for new form leads
Automatically monitor new form entries across WPForms and route advisor emails via Storage by Zapier and Code by Zapier. Get assigned advisor emails when quote request submitted, lead form submitted, or submitter details appear β so you can increment the routing counter, assign the right advisor, and send formatted lead summaries without manual routing.
How this automation speeds up advisor follow-up
When a new quote form entry arrives, leads can stall before the right advisor gets notified. This automation routes leads by incrementing a routing counter, determining the assignee, and sending a formatted email summaryβso your team can follow up faster.
WPFormsor swap with your favorite app
2.Increments routing counter
Integrate Storage by Zapier and data storage to increment a shared round robin counter for assignment.
Storage by Zapieror swap with your favorite app
3.Determines assignee email
Integrate Code by Zapier and routing logic to determine the assigned advisor email from the counter.
Code by Zapieror swap with your favorite app
4.Builds HTML lead summary
Integrate Code by Zapier and templating tools to convert submission fields into an HTML table summary.
5.Sends lead email to advisor
Integrate Gmail and email delivery to send the assigned advisor an HTML email with lead details.
Gmailor swap with your favorite app
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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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