When a prospect fills out a quote request form on your website, this workflow creates a contact and opens a deal in your CRM in seconds. Your agents get a notification with everything they need to call the prospect back right away.
Connect your Jotform quote request form to Make using the new-submission trigger.
Create a contact and a new deal in Zoho CRM with coverage type, requested amount, and prospect details.
Assign the deal to the correct agent based on coverage type using a routing rule in Make.
Send the assigned agent an email and SMS alert with the prospect's contact details and quote request summary.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountRespond to every new quote request right away and never lose a lead to a slow response again.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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