Create leads from website quote requests and notify team
Create leads from website quote requests and notify team
Your website quote requests arrive as raw form payloads, causing missed follow-ups and unclear handoffs. It creates a lead row, notifies the right local office, and confirms receipt same day.
Overview
Website quote requests often arrive untracked and delay proposal turnaround, costing revenue and frustrating customers. This workflow captures each request into a tracking sheet, routes it to the correct local office, and sends confirmation to the requester so teams can triage and respond same day.