Add web quote submissions to CRM and sheet
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.
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.