Create lead and contact records from inbound quotes

Quote submissions arrive without contact or company records, leaving reps blind to pricing context. Capture and enrich leads and contacts so sales can quote and respond same day.

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Overview

Inbound quote forms often land without linked contacts or companies, forcing reps to hunt for context. This flow captures each submission as a harmonized contact, company, and lead record so sales ops and account managers can respond and quote customers same day.