I have a client who wants users to pick a default product on their website. (Say through use of a form).
They then customise their order by adding accessories: W,X,Y,Z
They then enter in their contact details and hit GET MY QUOTE.
Rather than having an ecommerce element/order, they simply want to produce an automated email with their price. Ideally we would use an integrated CRM system to record the lead generation for follow-up marketing. HubSpot say this is not possible on their platform. Can anyone advise on a solution and how we could make this work on a Webflow website?
There isn’t anything overly complex you’re trying to do here, but you’ll probably need custom script to handle the product-specific-accessories feature, depending on how that data is arranged. You’ll also want to integrate it with your CRM and email handler through automation.
Webflow + custom script
Probably the CMS for the product + accessory data
Your own CRM Make.com or possibly Logic automation, connecting the systems
Mailjet for the email notification
If you need more complex form behaviors, have a look at extending Webflow with Wized.
Message me if you need someone to help you build this.
HubSpot is fine, and Zapier will work ok here too. Make.com would be a better choice since you’d have the option to do the calculation server-side and return the response.
Your code falls into 3 parts;
Depends entirely on how you design the form and how you want the form to work for adding N accessories and verifying legit combinations. It will basically manage that client-side UX, and validate the form, prepare the form data for transmission.
Somewhere, you’ll need to calculate the quote. Could be client-side before its sent, or could be server-side if you want to build it into the automation directly. Or, skip that, and let the team manually quote and send those emails by hand.
RESPONSE ( optional )
If you’re displaying the quote calculation as well as emailing it, you can receive the Webhook response and display the quoted amount on a successful quote.
If you’re not comfortable with custom coding and don’t want to hire a dev to build that piece for you, you can find some monthly services that might work for what you’re trying to do. Check out Wized, and also Formly Logic, and see if you can accomplish what you’re wanting to do here.
I typically build these features custom because it cuts the monthly fees and gives maximum flexibility when you write your own custom code.
That tutorial uses the Make (Integromat) datastore, but for your specific needs I’d go with Airtable instead. You could also use Google Sheets. Here’s an example of using both (but the examples are different, so it’s more showing you an overview versus solving your specific problem):
You can do all of this with Webflow, native Webflow forms, a glue service, Airtable and Campaign Monitor / ConvertKit.
Once they are ready to pay, you can send them a Stripe Payment link. You’ll want to create a Webhook on Stripe’s end to send a successful payment message either into Airtable, Google Sheets, or the Webflow CMS to track the conversion.
To setup those Webhooks you can run through this tutorial:
Hey folks, thought this would be helpful and sounds similar to what you you guys were trying to do.
Clonable site here: add-to-quote-navbar - Webflow