What is a solution for producing an automated email with the price of a customized order and integrating a CRM system for lead generation on a Webflow website?
TL;DR
- Design a Webflow form to collect order specs and email, then use Zapier or Make to automate price calculation and send a personalized quote.
- Route the captured lead data into a CRM like HubSpot or Salesforce, and consider tools like Wized or Jetboost for advanced features like login or live pricing.
To automatically send custom order pricing via email and integrate CRM for lead capture on a Webflow site, you’ll need third-party tools since Webflow doesn’t offer built-in logic for price calculation or complex automation.
1. Use a Custom Form to Capture Order Details
- Design a custom Webflow form to collect specifications (e.g., size, quantity, features).
- Use input fields with conditional options (e.g., dropdowns, checkboxes).
- Include a field for email address to send the quote.
2. Connect Webflow to Logic and Email Automation Tools
- Use Zapier or Make (Integromat) to automate the workflow from form submission to email.
- Connect Webflow’s form to these tools using the Webflow Form trigger.
3. Set Up Pricing Logic in Zapier or Make
- In Zapier, use a Formatter or Code action to calculate the custom price based on form inputs.
- Example: If Option A adds $50 and Option B adds $25, use a calculation step to total it.
- In Make, use routers and math functions to build a pricing tree.
4. Send Email with Dynamic Price
- After price is calculated, use Gmail or Mailgun in Zapier/Make to send a personalized email.
- Include the customer’s entered specs and the generated price.
5. Route Data to a CRM
- Send the captured lead data (name, email, order specs) into a CRM like:
- HubSpot (Zapier has a native Webflow → HubSpot integration)
- Pipedrive, Zoho, or Salesforce (also supported via Zapier/Make)
- Map relevant fields from Webflow to your CRM’s contact/lead fields.
6. Optional: Use Jetboost or Wized for More Complex Use-Cases
- If the order form needs authentication or live pricing preview, consider tools like:
- Wized + Xano: For user login, pricing APIs, or advanced databases.
- Jetboost: For live search or filter-based pricing estimates.
Summary
To automate custom pricing emails and capture leads in a CRM from your Webflow website, use Zapier or Make to connect Webflow forms with email services and a CRM. Handle pricing logic inside these platforms, and trigger an email with the calculated total immediately after form submission.