Create qualified lead records from incoming quote submissions
Create qualified lead records from incoming quote submissions
Your quoted job submissions arrive messy, leaving your reps without normalized contact, address, or size details. Reps receive cleaned, job-ready leads so they can contact prospects same day.
Workflow preview:
Zap details:
Overview
Unstructured quote submissions create friction between sales and dispatch and cost booking opportunities. This flow turns messy quotes into standardized, job-ready lead records and routes them into your intake so reps can call same day and reduce booking friction.