Quote request form for Salesforce
Send quote requests to Salesforce as Leads, scope and budget captured up front.
Vague quote requests force an email tennis match. This form captures scope, quantity, timeline, and budget, then creates a Salesforce Lead so estimators start from a qualified record, not a one-liner.
The request lands in your pipeline with the detail mapped to fields you can report on, ready for an owner and a follow-up task. Sales prices it in one pass instead of chasing the basics.
Preview
How it works
- 1
Deploy the form
Start from our quote request template — fields, validation, and logic already set up. Customize anything; it's yours.
- 2
Connect Salesforce
Connect your Salesforce account in one click and pick the CRM submissions should land in.
- 3
Collect on autopilot
Every submission creates a lead in your Salesforce CRM in real time, with your form fields mapped to the right Salesforce fields.
How your fields map to Salesforce
Each form field becomes a Salesforce field. Edit the mapping anytime in the form editor.
| Form field | Salesforce Salesforce field |
|---|---|
| Name | Name |
| Company (optional) | Company |
| What do you need a quote for? | What do you need a quote for? |
| Budget range | Budget range |
| Timeline | Timeline |
| Project details | Project details |
The honest catch
The honest catch: Salesforce enforces required fields, so a Lead needs LastName and Company and a Contact needs LastName. Map those (we default them) or the create call is rejected — we drop empty optional fields so a blank answer never blocks the record.
Questions
Is the quote request → Salesforce integration free?
Yes. The form and the Salesforce connector are included free with unlimited submissions. You only pay for usage-based add-ons, never per-response.
Do I need to write any code?
No. Connect Salesforce, map your fields in the visual editor, and you're live. The webhook plumbing is handled for you.
Can I customize the quote request form?
Completely. Add or remove fields, change labels, add conditional logic — the Salesforce mapping updates alongside it.
Every submission creates a Salesforce Lead or Contact.
Free forever. Unlimited submissions. No credit card.