Web Form-CRM Integration for Kitchen Cabinetry Leads
Digital kitchen project forms replacing PDF questionnaires with automated lead capture, photo uploads, and direct Monday CRM integration for cabinetry projects.
Loading case study visualization...
Measurable Results
Quantifiable business outcomes demonstrating the tangible value of our automation solutions
Eliminated PDF questionnaire barriers enabling easier client submissions
Strategic Impact
Eliminating PDF questionnaire barriers removes the primary friction point that caused qualified prospects to abandon the lead process, directly increasing conversion rates from interested visitors to active leads.
Business Value
Removing technical barriers increases lead capture rates by an estimated 40-60%, directly translating to more qualified kitchen remodeling projects.
Challenge & Solution
Real business challenges and our targeted automation solutions
Business Bottleneck
New Age Cabinetry & Coatings relied on PDF questionnaires for kitchen project leads, requiring clients to download, open in editing software, and manually fill forms. Up to 20 monthly leads were processed through this cumbersome system, with sales staff manually transferring data from PDFs to ClickUp CRM. The process caused response delays, incomplete data collection, illegible handwritten responses, data entry errors, and unanswered forms due to the technical barriers clients faced.
Solution Points
Designed custom JotForm replacing PDF questionnaires with responsive web forms
Built comprehensive kitchen project form capturing: project type, spaces, inspiration photos, cabinet styles, finish preferences, deadlines etc
Implemented automatic photo upload system for current kitchen state and inspiration images
Created direct JotForm-Monday CRM integration replacing manual ClickUp data entry
Built automatic lead assignment and notification system for sales team
Integrated file attachment processing for blueprints, detail photos, and client inspiration materials
Automated new item creation in Monday CRM with all form data and attachments populated
Eliminated PDF download/editing barriers through user-friendly web interface
“PDF questionnaires were a major barrier—clients had to download, find editing software, fill forms, email back. Lost many leads this way. Now clients easily submit kitchen details and photos through our web form. Everything appears in Monday CRM organized properly, and sales can immediately follow up. The barriers that lost us business are gone.”
Jonathan Martinez
Team Lead at New Age Cabinetry & Coatings
Technical Deep Dive
Explore the technical architecture and implementation details
Related Success Stories
Explore other transformative automation solutions we've delivered