Add quote form leads to your central sheet
Add quote form leads to your central sheet
Your incoming quote emails hide contact and location details, delaying callbacks and risking missed site visits. Capture and standardize each lead into a shared sheet so follow-ups happen same day.
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Overview
Quote requests often arrive as messy form emails and bury the contact details your coordinators need. This flow extracts those fields and creates a standardized lead row so your sales coordinators can contact prospects and book site visits the same day.