Add new web quote leads to CRM and email
Add new web quote leads to CRM and email
Your online quote form submits without CRM records, leaving reps unprepared for accurate estimates. It creates a CRM opportunity and emails the customer so reps can follow up same day.
Overview
When web quote forms arrive they should generate actionable opportunities, not manual busywork. This flow captures the submission as a CRM opportunity and immediately emails the customer, so reps get structured leads and can follow up same day.