Add incoming quote requests to shared contacts sheet
Add incoming quote requests to shared contacts sheet
Your quote form replies sit in email and loose sheets, delaying outreach and costing bookings. Leads are added to a shared contacts sheet and staff are notified for same-day follow-up.
Workflow preview:
Zap details:
Overview
When quote requests pile into inboxes and loose sheets, your follow-up window narrows and bookings slip away. This workflow logs each request to a shared contacts sheet, pings your staff, and texts prospects so reps can act the same day.