Home Improvement Company
A website enquiry that reaches an assigned sales opportunity.
A home improvement business needed project information from its website to enter the sales team’s established CRM process. We connected a quick-estimate form to contact creation, team assignment and opportunity tracking.
Project type, location, ZIP and photo upload
Contact, source tags and team assignment
Opportunity creation and follow-up
The brief
The business needed a practical route from a website enquiry to its existing lead distribution and sales process. A useful submission had to carry enough project information for the team to act on it.
What we built
- 01Quick-estimate formConfigured project type, location, ZIP and photo upload fields to capture the initial brief.
- 02CRM connectionConnected the form to CRM contact creation and identified the enquiry source through tags and source logic.
- 03Team distributionIntegrated the submission with the existing distribution workflow.
- 04Opportunity and follow-upConnected the lead to the New Leads pipeline and the existing SMS/email follow-up process.
A completed submission test
A completed test confirmed the chain from form submission to CRM contact, team assignment and opportunity creation in New Leads. SMS and email follow-up were also confirmed in the tested flow.
The delivered outcome is the connected process, verified through a completed submission test in September 2026.
What this demonstrates
The project connects a customer-facing website form to the team’s operational workflow. The result is documented as a tested implementation; the work was not evaluated using a revenue or conversion-uplift study.
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Source: Completed implementation and user-confirmed submission test, September 2026. Client names and identifying details are withheld. Reported results describe the documented engagement and do not guarantee future performance.