The Uniq House — Quick Estimate Lead Routing

A Quick Estimate form was connected to HighLevel with custom fields, source rules, workflows and opportunity routing, then validated through a live submission.

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The Uniq House — Quick Estimate Lead Routing

Overview

Problem, implementation and validation.

A Quick Estimate form was connected to HighLevel with custom fields, source rules, workflows and opportunity routing, then validated through a live submission.

This case study focuses on one concrete technical workflow so the reasoning behind the implementation is visible, not only the final result.

Implementation flow

Step 1 — Duplicate and extend the website lead form

Step 2 — Add project, location, ZIP and photo fields

Step 3 — Route Quick Estimate leads using workflow logic

Step 4 — Validate that a live submission creates the expected opportunity

Technical Focus

What this case demonstrates

System Thinking

The visible website is only one part of the technical flow.

Controlled Changes

Changes are made in the layer where the real issue exists.

Production Validation

A workflow is tested through the live or realistic journey.

Operational Continuity

Remaining post-launch work is documented instead of ignored.

Have a technical requirement?

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