Jotform automation kits for sales & b2b
Lead capture, quote requests, and sales-pipeline automation kits for teams that sell.
Sales teams live in their CRM. But the front door - lead capture forms, quote requests, contact forms - is almost always outside the CRM, connected by a fragile Zapier chain that breaks the week before the quota close.
These kits put the front door and the CRM on the same track: lead capture forms that write directly to HubSpot or Salesforce with proper field mapping, quote request workflows that route to the right rep by territory or deal size, RFP intake that triages by fit before it hits an inbox, and qualification forms that score leads before anyone picks up the phone.
Built for B2B teams that need the form layer to stop being the leaky part of the pipeline.
What usually breaks before I get the call.
- Lead forms that drop fields between the website and the CRM
- Quote requests routed by round-robin instead of territory or expertise
- High-intent leads sitting in a shared inbox for hours before assignment
- Qualification questions that don't feed into lead scoring
Lead Capture → CRM Kit
Turn a single Jotform into a qualified pipeline - lead scoring, CRM sync, and Slack alerts done right
- 4 Forms
- 4 Emails
- 4 Workflows
- 4 Integrations
- 3 Extras
B2B Quote & RFP Intake Kit
Quote requests that qualify themselves - conditional scope capture that routes to the right rep
- 4 Forms
- 4 Emails
- 4 Workflows
- 4 Integrations
- 3 Extras