Add quote requests to contacts and queue call

Your umbrella quote form entries often arrive untriaged, leaving agents without caller context. It creates contacts, queues a fast call, and sends an email so leads are contacted same day.

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Overview

When online umbrella quote requests arrive untriaged, warm prospects can cool before an agent reaches them. This flow converts each form submission into a contact, enriches it, queues an immediate call, and sends a welcome email so your agents can engage leads same day.