Jotform Solutions · Category

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.

Common problems

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

Lead capture with scoring, dedup, CRM sync, and Slack alerts on the ones worth interrupting for.

4 Forms
4 Emails
4 Workflows
4 Integrations
2 Extras

$59View kit

B2B Quote Automation & 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

$99View kit

Discovery Call Booking Kit: Pre-Qualified, Routed, and Booked in One Form

Discovery Call Booking Kit: pre-qualify by budget, timeline, and role, then route into a calendar without paying Calendly Teams

5 Forms
5 Emails
5 Workflows
5 Integrations
4 Extras

$129View kit

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