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Create new lead and customer from quote form

Create new lead and customer from quote form

Your quote form submissions lack lead or customer records, leaving marketing staff without contact or location data. It creates lead and customer records so you can start nurture and book jobs quickly.

Create new lead and customer from quote form

Overview

Stop letting quote requests sit in an inbox — this flow turns each form submission into both a marketing lead and a service customer profile so campaign managers have complete contact and location context. That means marketing can begin nurture and ops can book or route jobs within minutes.

Create new lead and customer from quote form