Create quote request rows from incoming webhook submissions
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.
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.