Add verified online quote leads to CRM pipeline
Add verified online quote leads to CRM pipeline
Your online quote form submissions land untracked in email, leaving sales without verified contact details for boiler quotes. They enter CRM as opportunities and get a confirmation email same day.
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Overview
Inbound online quote submissions often land in inboxes without context, slowing outreach and lowering conversion. This flow captures each submission as a verified opportunity and sends a branded confirmation email, so reps receive prioritized, contact-ready leads the same day.