Create new sales deal from website estimate request

You get estimate requests without a structured CRM record, leaving reps without contact context or a follow-up plan. Capture the lead, create a deal, and schedule a 24-hour call task for reps.

Workflow preview:

Zap details:

Overview

Incoming estimate requests often arrive as unstructured payloads, leaving reps without context and slowing response times. This workflow captures each submission as a CRM person and deal, logs it to your central sheet, and notifies the regional owner so a call is scheduled within 24 hours.