Create CRM client records from site quote submissions
Create CRM client records from site quote submissions
Your quote form submissions arrive without CRM context, delaying estimates and outreach. It creates client records for sales coordinators to act on within business hours.
Overview
When website quote submissions don't land in your CRM, estimators and coordinators wait and opportunities cool. This flow captures each form as a client record and preserves attribution, so sales coordinators can respond within business hours and keep quoting on schedule.