Add form quote requests to CRM and notify team
Add form quote requests to CRM and notify team
Your website quote submissions arrive without structured contact details, causing slow follow-up and missed site tours. Get complete lead records routed to CRM and inbox for same-day follow-up.
Overview
When website quote requests sit in email, prospects cool and site tours get missed. This flow captures each submission, cleans names and phones, sends the lead to your CRM and notifies sales so reps can follow up same day.