Create client record and SMS alert for qualified leads
Create client record and SMS alert for qualified leads
Your quote form submissions arrive unfiltered and pile up in email, delaying sales outreach and booking. It creates a CRM contact and sends an SMS alert so reps can respond same day.
Overview
When quote requests sit in email, reps miss timely callbacks and bookings fall through. This flow captures qualifying submissions, creates CRM contacts, and fires an SMS so reps can convert leads same day.