Capture web RFQs into CRM for sales reps

Sales reps miss contact and property details from web RFQs, stalling proposals. Recording each RFQ and attachment in your CRM lets sales reps qualify leads faster and respond before prospects go cold.

Overview

Web RFQs left unrecorded create pipeline blind spots and delay quotes. This workflow captures every RFQ and uploaded file into your CRM and routes records to the right sales rep, turning intake into an actionable funnel. The result is cleaner lead data, faster qualification, and zero missed follow-ups.

Notable Features

Create RFQ records in CRM
Attach uploaded files to records
Notify sales reps on intake