Create qualified CRM deals from incoming lead forms
Create qualified CRM deals from incoming lead forms
Your lead form submissions arrive without CRM deals, leaving project managers without context. Leads become CRM contacts with open deals so teams can qualify and schedule visits same day.
Overview
When lead forms arrive without deals, project managers lack the context needed to prepare quotes and schedule site visits. This flow creates a CRM contact, opens a deal with a pinned note, and sends a confirmation email so teams can triage and schedule same day.