1.Monitors instant-quote form entries
Integrate Formidable Forms and form data mapping tools to use the entry payload and expose submission timestamp to create records.
Create instant quote records from form submissions for sales
Automatically capture instant-quote submissions across Formidable Forms and Airtable. Create and update quote records when instant-quote form submitted, quote request received, or new entry capturedβso you can create quote records, enrich contact details, and set owner status without manual data entry.
How this automation creates instant quote records
When instant-quote form submissions arrive, delayed quote capture can stall follow-up and planning. This automation uses Formidable Forms to create and update Airtable quote recordsβso your team can move faster with clean, ready-to-review quotes.
Formidable Formsor swap with your favorite app
2.Creates quote records in Airtable
Integrate Airtable and CRM field mapping to create record entries and map timestamp, source, contact details, and quote selections.
Airtableor swap with your favorite app
3.Updates quote record owner and status
Integrate Airtable and assignment workflows to set the assigned owner and initial status so quotes land in rep queues.
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Speed up quote delivery with automated quote intake, approval routing, 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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