Create estimate leads from website requests to sheet
Create estimate leads from website requests to sheet
Your site estimate requests arrive without context, leaving leads unassigned and delaying follow-up. Capture each request to a client lead feed and a central sheet so reps can respond within minutes.
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Overview
When website estimate requests are unmanaged, follow-up is delayed and conversion drops. This workflow captures each request into a central sheet and forwards a complete lead payload to your provider so reps can act within minutes.