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Create new sales lead and 24h follow-up task

Create new sales lead and 24h follow-up task

Your quote requests arrive by webhook or email unassigned, leaving reps without context to prepare. Leads, deals and a 24-hour callback task are created so reps follow up within one business day.

Create new sales lead and 24h follow-up task

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Overview

Incoming quote requests often arrive untriaged and slip off reps' radars. This flow captures each request into the CRM, creates a deal and note, and schedules a 24‑hour callback so reps follow up within one business day. That turns ad‑hoc emails into tracked pipeline motion and faster responses.

Create new sales lead and 24h follow-up task