Create CRM lead and store quote PDF for sales
Create CRM lead and store quote PDF for sales
Your calculator leads arrive without contact records or saved quote PDFs, leaving sales unprepared. Capture contact info, save the quote PDF, and create a CRM lead for same-day outreach.
Overview
Incoming calculator leads can arrive as raw payloads, leaving reps to hunt for PDFs and product details and delaying outreach. This flow captures each submission as a CRM lead, stores the quote PDF, and packages product lines so reps can follow up the same day.