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Create client records from website quote form submissions

Create client records from website quote form submissions

Your website quote form submissions sit unprocessed, leaving agents without contact details or intake context. Add them to your client database automatically so sales can begin outreach same day.

Create client records from website quote form submissions

Overview

When web quote submissions never reach your CRM, agents lack intake context and follow-up stalls. This flow creates client records with intake notes and a submission reference so agents can start outreach the same day.

Create client records from website quote form submissions