Create CRM lead and confirmation emails from quote
Create CRM lead and confirmation emails from quote
Quote form submissions arrive untracked, so reps lack pricing context and attached artwork. Create CRM rows and send internal and customer emails so leads are handled within 24 hours.
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Overview
Untracked quote requests tie up reps and delay pricing decisions. This flow captures each submission into your CRM, sends an internal sales alert and a customer confirmation, so leads are handled and customers hear back within 24 hours.