How it works

Follow these 3 simple steps to start receiving quote notifications directly in your inbox whenever someone submits your form

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Form
App connector: Form • Time to complete: 2 minutes
Why this matters: This creates the entry point where potential customers can request quotes for your products or services, collecting their contact information and project details.

This step generates a web form with fields for name, email address, phone number, and message. The form includes hCaptcha protection to prevent spam submissions. You can customize the form fields, add or remove questions, and modify the styling to match your brand. Once published, you can embed this form on your website or share the direct link with prospects.

Retrieve Shop
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This automatically pulls your shop's contact information, specifically your primary email address, which becomes the destination for quote notifications.

This step connects to your Shopify store and retrieves essential shop details including your primary email address. The system uses this email as the default recipient for all quote requests. No configuration is required - MESA automatically uses your authenticated Shopify connection to access this information. The shop data gets passed to the email step to ensure notifications reach the right person.

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Send Email
App connector: Email • Time to complete: 1 minute
Why this matters: This delivers the quote request details to your inbox so you can respond quickly to potential customers and track all inquiries in one place.

This step composes and sends an email notification containing all the form submission details. The email goes to your shop's primary email address with the subject line "New Product or Service Quote" and includes the customer's name, email, phone number, and message in a clean format. You can customize the recipient email address, modify the subject line, or change the message template to include additional information or formatting.

Make it your own

Customize this workflow even further:

Add confirmation emails
Send automated thank-you emails to customers who submit quote requests, letting them know you received their inquiry and when to expect a response.
Connect to your CRM
Automatically create new leads or contacts in your customer relationship management system using the form data, keeping all prospect information organized.
Route to different team members
Use conditional logic to send different types of quote requests to specialized team members based on form responses or product categories.
Store submissions in spreadsheets
Save all quote requests to a Google Sheets or Airtable database for tracking response times, conversion rates, and follow-up scheduling.

Frequently asked questions

Can I customize which email address receives the quote notifications?
Yes, you can change the recipient email in the Email step. By default, it uses your shop's primary email address, but you can replace this with any email address, such as a dedicated sales team inbox or specific team member.
What happens if someone submits the form multiple times?
Each form submission triggers a separate email notification, so duplicate submissions will result in multiple emails. Consider adding text to your form asking customers to submit only once, or use MESA's duplicate detection features to filter repeat submissions.
Can I add more fields to collect specific project details?
Absolutely. You can edit the Form step to add dropdown menus, checkboxes, file upload fields, or additional text areas to gather more detailed information about the customer's needs, budget, or project timeline.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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