Capture and deduplicate web estimates for sales reps

Sales reps miss web estimate leads, causing duplicate prospects and stalled deals. This flow de-duplicates, normalizes and source-tags leads in your CRM so reps follow up quickly.

Overview

Missed or duplicate website estimates let prospects slip to competitors and stall pipeline. This workflow centralizes, cleans and source-tags every web lead into your CRM, eliminating duplicate entries and ensuring reps always have follow-ready prospects. Expect faster response times and zero missed follow-ups.

Notable Features

Capture form fields into CRM
Deduplicate leads by phone or email
Source-tag each lead on import