JotForm & Stripe Lead-to-Payment Automation for Car Dealership

Tim von Loh needed new leads to receive payment links for initial consultations almost immediately after inquiry — but manually creating JotForms and Stripe links for each deal was a bottleneck. Metawork automated the entire lead-to-payment flow: personalised JotForm and Stripe links are auto-generated per deal, onboarding forms self-populate the CRM, and payment is collected the moment the contract is signed.

Challenges

New leads needed immediate payment links for initial consultations

Manually creating Stripe links and JotForms for each deal was a bottleneck

Onboarding forms required manual data entry

Goals

Auto-generate personalised JotForm and Stripe link per deal

Automate onboarding form processing

Collect payment the moment the contract is signed

Results

Leads receive payment links within minutes of deal creation

Onboarding form data auto-populates the CRM

Contract to payment fully automated

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