Create quote request records and route to dealer queues
Create quote request records and route to dealer queues
Your quote form submissions often lack dealer context, delaying sales follow-up and quoting. It creates standardized quote records and routes them so dealer teams can claim and respond same day.
Workflow preview:
Zap details:
Overview
Quote submissions without dealer context stall quoting and frustrate buyers; this flow records every submission, cleans equipment and company fields, and routes each record so dealer teams can claim it. That means dealer claim and first outreach can happen the same day, shrinking backlog and speeding response.