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Create new CRM lead from quote form submissions

Create new CRM lead from quote form submissions

Your quote form submissions land in email and need manual CRM entry, delaying estimators and bookings. It creates the client record and sends alerts so estimators can schedule inspections same day.

Create new CRM lead from quote form submissions

Overview

Quote requests should trigger action, not backlog. This flow creates the client record and surfaces submission details to estimators and office staff so leads are actioned and inspections get scheduled the same day.

Create new CRM lead from quote form submissions