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
- Create a Webflow form to collect order and pricing inputs.
- Use Zapier or Make to trigger upon form submission, calculate price, send a personalized email, and add lead info to a CRM like HubSpot.
To automate pricing emails and integrate a CRM for lead generation on a Webflow website, you’ll need a combination of Webflow forms, automation tools like Make (Integromat) or Zapier, and a CRM like HubSpot or Salesforce.
1. Create a Custom Order Form in Webflow
- Use a Webflow form to collect details for the customized order (e.g., product type, quantity, custom options).
- Add fields relevant to pricing logic (e.g., dropdowns for variations, radio buttons for upgrades).
- Make sure all inputs are clearly labeled and required if needed.
2. Connect to an Automation Platform (Zapier or Make)
- Use Zapier or Make to trigger automation when the Webflow form is submitted.
- Trigger: Webflow > Form Submission
- You will need to connect your Webflow project and choose the specific form.
3. Calculate Price Automatically
- In Zapier: Use Formatter > Numbers or Code by Zapier steps to calculate a dynamic price based on submitted inputs.
- In Make: Use Router logic or JavaScript module to calculate a custom price dynamically.
- Alternatively, send data to a Google Sheet or Airtable with predefined formulas to calculate price and return the result.
4. Send Automated Email with Pricing
- Use an email app like Gmail, SendGrid, or Mailerlite within Zapier/Make.
- Include dynamic price and lead data (e.g., "Thanks [Name], your custom order total is $[Price]. We’ll follow up soon.")
- You can personalize the email using form field variables (e.g., name, service type, calculated total).
5. Integrate with a CRM System
- Choose your CRM (e.g., HubSpot, Salesforce, Pipedrive, or Zoho).
- In the same Zap/Make scenario, add a step to create or update a contact/lead using the form data.
- Map all relevant fields (name, email, selected services, custom price, etc.) to the CRM.
6. Optional: Show Immediate Estimate on the Website
- If you want users to see a live price before submitting:
- Use JavaScript on the Webflow site to update a visible estimated price in real-time as they select options.
- This does not replace the automated email but enhances UX.
Summary
Build a Webflow form that sends data to Zapier or Make, where you calculate pricing, send an automated email, and log the lead in a CRM like HubSpot. This setup ensures users receive real-time cost info and your sales team gets organized lead data for follow-up.