Skip to content
Templates
Create proposal item and capture lead from form

Create proposal item and capture lead from form

You collect solar requests by form, but untracked submissions delay proposal triage and quotes. It captures each inquiry, adds a proposal item, and routes contact info to CRM for same-day follow-up.

Create proposal item and capture lead from form

Workflow preview:

Zap details:

Overview

Untracked form inquiries slow proposal turnaround and force manual data entry between marketing and sales. This flow captures each submission into your proposals board and CRM so reps and coordinators begin work the same day. Expect faster quote response and cleaner handoffs.

Create proposal item and capture lead from form