Add incoming leads to CRM and alert team

Your intake leads lack prefetched quote links and SMS consent flags, causing slow qualification and missed timely follow-up. Leads get routed with full context and a prepare-quotes link same day.

Overview

Intake rows without consent handling or prep links slow down quote work and cost same-day opportunities. This flow routes every new lead into your CRM, enforces SMS consent, and emails a broker a prepare-quotes link so prospects are contacted the same day.