Create opportunity with estimate PDF on incoming lead
Create opportunity with estimate PDF on incoming lead
Your partner webhooks include estimate PDFs and contact details but sit unentered, delaying pipeline creation and scheduling. Reps get the opportunity with PDF attached same day.
Overview
Partner leads often arrive with estimates but sit unentered, creating manual work and missed follow-ups. This flow creates the opportunity and attaches the PDF as soon as the webhook arrives, so reps can qualify and schedule site visits the same day.