Create quote lead and notify operations team immediately
Create quote lead and notify operations team immediately
Your website quote requests arrive untriaged, leaving prospects uncontacted. Capture the lead, create a contact, notify operations, and send an SMS so prospects hear from you same day.
Overview
Incoming quote requests are high-intent opportunities that often stall without fast follow-up. This flow captures each submission as a CRM lead, creates an accounting contact, and triggers an SMS so your operations and estimating teams can respond same day and keep prospects engaged.