Add website truck quote submissions to CRM and log

Your truck quote form submissions land without context, leaving reps unprepared and slowing follow-up. They become a contact record, threaded team message, and spreadsheet entry for same-day outreach.

Overview

When truck quote form submissions arrive without context, your reps spend time piecing details together and outreach gets delayed. This flow creates a contact record, opens a threaded team message with attachments, and logs the lead so your team can respond same day.