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Create sales deal from new quote request form submissions

Create sales deal from new quote request form submissions

Your quote form submissions arrive without company or contact links, leaving reps without pricing context. It creates company and contact records plus a deal so reps can follow up the same day.

Create sales deal from new quote request form submissions

Overview

Quote requests that don't become CRM records force reps into manual entry and slow response. This flow turns every submission into a company, contact, and deal automatically, giving reps full context so they can follow up the same day.

Create sales deal from new quote request form submissions