Add web quote submissions to CRM and sheet

Your solar quote replies arrive missing contact or property details, so reps can’t prioritize proposals. They’re logged to your lead table and emailed to sales for same-day follow-up.

Add web quote submissions to CRM and sheet

Overview

When web quote submissions land untracked, reps waste time chasing details and leads go cold. This flow captures each inquiry, logs it to your lead table and emails sales so they can act within minutes and deliver same-day outreach.

Add web quote submissions to CRM and sheet