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Create CRM lead and send confirmation from config form

Create CRM lead and send confirmation from config form

Your configurator submissions lack CRM leads and configuration context, delaying quotes and follow-up. It creates a CRM lead with contact and configuration details so reps can qualify and quote same day.

Create CRM lead and send confirmation from config form

Overview

When configurator submissions don't become CRM leads, pipeline handoffs stall and reps waste time collecting missing details. This flow captures contact and configuration data into CRM and sends an immediate confirmation email so reps can qualify and respond same day.

Create CRM lead and send confirmation from config form