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Create leads from fence estimate submissions for planners

Create leads from fence estimate submissions for planners

Your fence estimate submissions arrive untracked, leaving reps and planners without site details for quotes. Create leads with submission details and send a team message for same-day follow-up.

Create leads from fence estimate submissions for planners

Overview

When planner estimate requests arrive without context, your reps and planners can’t prepare accurate quotes quickly. This flow creates a CRM lead with structured submission details and pings your team channel so someone can follow up the same day.

Create leads from fence estimate submissions for planners