Create CRM opportunity from online solar quote submission
Create CRM opportunity from online solar quote submission
Your online solar quote submissions arrive untracked, leaving reps without contact or site context for estimates. They get logged as CRM opportunities and emailed to your team for same-day follow-up.
Workflow preview:
Zap details:
Overview
Inbound solar quote forms often land in inboxes without context, delaying estimates and losing momentum. This flow captures each submission as a CRM opportunity and emails a formatted summary so reps and estimators can act for same-day follow-up.