Create lead board item from website quote requests

Your website quote submissions often lack structured details, leaving leads untriaged and contact info fragmented. They are added to your lead board for rapid qualification and same-day follow-up.

Workflow preview:

Zap details:

Overview

When quote requests land from your website, manual entry slows response and risks missed opportunities. This flow converts each submission into a lead board item with cleaned contact, service, and date context so reps can qualify and follow up the same day.