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Create deal and client folder from form submission

Create deal and client folder from form submission

Your website service requests arrive without structured records or client files, leaving reps unable to prepare proposals. Teams can begin proposals same day with a CRM contact, deal, and shared client folder.

Create deal and client folder from form submission

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Overview

Stop letting inbound shoreline requests sit unmanaged in email or forms. This flow captures each submission as a CRM contact and deal, provisions a shared client folder with a short link, and triggers an outreach email when available so reps can begin proposals the same day.

Create deal and client folder from form submission