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WEB.04 · Component of SVC.WEB v7.0 · Live

Quote Form to CRM

Form submission to CRM. No copy-paste.

Quote and contact forms that flow directly into your existing CRM. ServiceTitan, Jobber, Housecall Pro, or whatever you run on.

/ Component Spec v7.0
Component ID WEB.04
Parent Module SVC.WEB
Status Live
Included With Website Engine retainer
Standalone Available
Typical Ramp 14-30 days

The case for this component.

The typical website form sends an email to the owner. The owner forwards it to the office manager. The office manager types it into the CRM. Half the time the lead sits in an inbox for 3 hours before anyone touches it. By then the homeowner has already called someone else.

A direct CRM integration cuts out every step of that. The form submits, the lead lands in your CRM with the right fields populated, your team gets an SMS, and the clock on response time starts immediately.

Inside the component.

01 / 06

Native CRM integration

Direct push to ServiceTitan, Jobber, Housecall Pro, or similar.

02 / 06

Instant notifications

SMS or Slack alert the moment a form submits.

03 / 06

Duplicate prevention

Existing customer submissions don't create duplicate records.

04 / 06

Field mapping

Form fields map to the right CRM fields, not a blob in the notes section.

05 / 06

Source attribution

Every lead tagged with its source (organic, ad campaign, referral).

06 / 06

Spam filtering

Honeypots and reCAPTCHA to keep the CRM clean.

Four phases.

PHASE 01

Audit

What CRM, what fields, what automations already exist.

PHASE 02

Map

Form fields to CRM fields, tags, and source attribution.

PHASE 03

Integrate

Direct API or Zapier, whichever is more reliable for your stack.

PHASE 04

Test

Multiple test leads through the full flow, confirmed end to end.

Outputs.

✓ Forms pushing leads directly into your CRM
✓ Instant SMS or Slack notifications
✓ Source attribution and lead tagging
✓ Spam protection
✓ Integration tested end to end
✓ Documentation for your team

Explore the module.

← Back to Website Engine overview

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