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Create quote deals from new intake form submissions

Create quote deals from new intake form submissions

Your quote form submissions often sit unprocessed, delaying case setup and initial outreach. This creates a deal and saves intake notes so coordinators can triage and assign work same day.

Create quote deals from new intake form submissions

Overview

If intake forms aren’t flowing into your CRM, prospective cases stall and your intake team wastes time on manual entry. This flow turns each quote request into a CRM deal with a formatted intake note and saved uploads, so coordinators can triage and assign work the same day.

Create quote deals from new intake form submissions