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Create quote request rows from incoming webhook submissions

Incoming quote submissions arrive untracked, leaving sales unable to prioritize or respond to new requests for policies. The sheet becomes a single, actionable queue so follow-ups occur the same day.

Create quote request rows from incoming webhook submissions

Overview

Unstructured quote submissions slow your team and risk missed opportunities. This flow captures each request as a clean row in your tracking sheet, giving reps and owners a single queue to prioritize and act on the same day. Implementing it removes manual entry and speeds initial outreach.

Create quote request rows from incoming webhook submissions