Create CRM lead from incoming estimate request emails
Create CRM lead from incoming estimate request emails
Estimate requests arrive as unstructured emails, leaving contact details buried and reps unable to prioritize. Create parsed CRM leads and a backup sheet entry so reps can respond same day.
Overview
Unstructured estimate emails are slowing response times and muddying campaign data. This flow parses those messages into CRM leads, attaches an internal note, and records a backup row so reps can respond same day and marketing retains source context.