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Create deal and contact from web inquiry submissions

Create deal and contact from web inquiry submissions

Your web quote submissions arrive untracked, leaving lead details scattered and follow-up delayed for sales reps. Create contacts and deals automatically so your reps can start outreach same day.

Create deal and contact from web inquiry submissions

Overview

Uncaptured web quote submissions turn into manual work and missed replies; this flow captures each submission as a contact and opens a deal automatically. Your reps get structured leads to act on within minutes, reducing same-day follow-up delays.

Create deal and contact from web inquiry submissions