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Create lead records from incoming solar quote emails

Create lead records from incoming solar quote emails

Your quote emails arrive unstructured, scattering contact details and scope notes across messages and delaying sales follow-up. Capture contacts and opportunities so sales reps can outreach same day.

Create lead records from incoming solar quote emails

Overview

Unstructured quote emails hide contact details and slow your first touch. This flow parses those emails into contact and opportunity records and routes them by requested product so reps can engage same day.

Create lead records from incoming solar quote emails