Create CRM leads from strata quote forms and map branch
Create CRM leads from strata quote forms and map branch
Your strata quote submissions can lack branch or UTM context, causing manual lookups and slow qualification. It creates mapped leads and routes them to the right branch for same-day follow-up.
Overview
When strata quote submissions arrive without branch or UTM context, manual lookups stall qualification and waste marketing ops time. This flow captures each submission, enriches it with branch mapping from your lookup table, and creates a standardized CRM lead so sales and marketing can act the same day.