1.Captures new quote form entry
Integrate WPForms and form intake tools to trigger on submitted quote entries and capture the submission payload.
Create CRM contact and opportunity from quote form
Automatically convert quote form submissions into CRM contacts and opportunities across WPForms and LeadConnector. Create and update records when quote form submitted, quote entry received, or new quote request submittedβso you can normalize pricing, link contacts, and open intake opportunities without manual data entry.
How this automation accelerates your pipeline intake
When quote form submissions arrive, delays can stall outreach and lead to missed revenue opportunities. This automation parses quote details and updates your CRM by creating or updating contacts and adding linked opportunitiesβso your team can act fast.
WPFormsor swap with your favorite app
2.Normalizes quote amount and phone
Integrate Formatter by Zapier and data normalization tools to calculate the total quote amount and standardize phone numbers.
Formatter by Zapieror swap with your favorite app
3.Adds or updates contact record
Integrate LeadConnector and lead enrichment tools to map name, email, and normalized phone into a contact and lead tags.
LeadConnectoror swap with your favorite app
4.Creates opportunity for the intake stage
Integrate LeadConnector and CRM opportunity tracking to create an opportunity linked to the contact with the calculated value.
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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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