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Create lead and draft order from quote form

Create lead and draft order from quote form

Your quote form submissions arrive without linked contacts or order context, forcing manual data entry and delaying follow-up. The workflow creates a contact, CRM deal, and draft order so quotes go out same day.

Create lead and draft order from quote form

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Overview

When quotation forms arrive as unstructured submissions, reps spend time stitching together contact and order details instead of selling. This flow captures each submission, creates a contact and CRM deal, and generates a draft order so sales can deliver quotes the same day.

Create lead and draft order from quote form