How to Automate Bookings from Web Forms with Linbis
Many logistics companies capture leads and shipment requests through web forms. Traditionally, when a customer fills out a form, staff must manually re-enter that information into the TMS to create a booking. This slows down response times, creates duplicate work, and increases the risk of data entry errors.
Introduction
With Linbis automation, form submissions can be connected directly to the TMS, generating bookings instantly and notifying both operations and the customer.
Step 1: Capture Form Submission
- Embed a booking or quote request form on your website (Google Forms, Typeform, HubSpot).
- When the form is submitted, Linbis automatically captures:
- Customer name and contact info
- Origin and destination
- Cargo details (weight, dimensions, mode)
- Preferred schedule
- Customer name and contact info
Step 2: Connect Form to Linbis TMS
- Use Linbis integrations or automation tools (Zapier, Make, Power Automate).
- Map each form field to the correct booking fields in Linbis.
Step 3: Create Booking Automatically
- Once data is mapped, Linbis creates the shipment record in TMS.
- Booking is assigned a unique ID and stored in the customer’s profile.
Step 4: Notify Stakeholders
- Once data is mapped, Linbis creates the shipment record in TMS.
- Booking is assigned a unique ID and stored in the customer’s profile.
Step 5: Trigger Next Steps
- Generate required documentation (Commercial Invoice, Packing List).
- Assign carrier automatically based on route and rates.
- Update dashboards for visibility.
Advanced Features
- Validation Rules: Ensure all required fields (weight, incoterms, cargo type) are completed before submission.
- Multi-Language Forms: Serve international customers with localized forms.
- Rate Integration: Display instant quotes within the form before submission.
- CRM Sync: Automatically create or update customer records in CRM.
Real-World Example 🚛
A freight forwarder in California integrated web form bookings with Linbis. Results after 2 months:
- Booking creation time dropped from 30 minutes to 2 minutes.
- Eliminated 90% of manual data entry errors.
- Customers appreciated the instant booking confirmation.
Benefits 📈
- Speed: Faster booking creation, no manual retyping.
- Accuracy: Data flows directly, avoiding mistakes.
- Customer Experience: Immediate booking confirmation builds trust.
- Scalability: Handle high volumes of web requests without adding staff.
- Integration: Sync with CRM, TMS, and accounting seamlessly.
Conclusion
Automating bookings from web forms with Linbis transforms how logistics companies handle customer requests. By connecting forms directly to the TMS, businesses eliminate manual work, speed up bookings, and deliver a smoother customer experience.
For forwarders and carriers looking to scale, this workflow is a game-changer.