Respond to every new quote request in under 10 minutes and never lose a lead to a slow response again.
~2 hrs
Saved / wk
Easy
Setup
No AI
AI
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.
~2 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Connect your Jotform quote request form to Make using the new-submission trigger.
Step 2: Create a contact and a new deal in Zoho CRM with coverage type, requested amount, and prospect details.
Step 3: Assign the deal to the correct agent based on coverage type using a routing rule in Make.
Step 4: Send the assigned agent an email and SMS alert with the prospect's contact details and quote request summary.
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See PlansJotform is best for small business owners who need to collect information, accept payments, or gather signatures online without hiring a developer. You can build forms, surveys, order forms, and intake sheets using a drag-and-drop editor in minutes. Your forms connect to tools you already use, like Google Drive, PayPal, Stripe, and popular CRMs. The free plan is genuinely useful for getting started, and paid plans scale as your business grows.
Zoho CRM is a great fit for small and mid-sized businesses that want a full-featured sales tool without paying Salesforce prices. It helps your team track leads, manage contacts, automate follow-ups, and close deals — all in one place. You can connect it to email, phone, social media, and other Zoho apps your business might already use. If your team is growing and you need more than a basic spreadsheet but aren't ready for an enterprise system, Zoho CRM is worth a serious look.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
