Create qualified heating leads from web form inquiries
Create qualified heating leads from web form inquiries
Your website quote submissions lack contact records, leaving installers without customer context and delaying site scheduling. Convert submissions to CRM contacts and deals for same-day follow-up.
Workflow preview:
Zap details:
Overview
Incoming quote forms should become actionable pipeline items, not uncategorized inbox entries. This flow captures and standardizes submissions, creates or finds the contact, and opens a linked deal so installers can follow up same day and shorten proposal cycles.