Create CRM lead from online quote and email

Your online quote submissions arrive without CRM records, leaving estimators lacking context and slowing follow up. It creates the lead and sends a branded confirmation so reps can respond same day.

Overview

Untracked online quote submissions leave estimators without context and delay first contact. This workflow captures each submission as a CRM opportunity and immediately sends a branded confirmation email, so your reps have full context and can follow up same day.