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Create sales lead and deal from inbound leads

Create sales lead and deal from inbound leads

Inbound lead posts without structured fields leave your reps unable to prep accurate solar estimates. This creates contact and deal records so reps can call and book estimates same day.

Create sales lead and deal from inbound leads

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Overview

Unstructured inbound inquiries cost you same-day estimates and revenue; this flow captures every lead into your CRM as a contact and deal, assigns an owner, and launches a welcome SMS. That means reps get call-ready prospects and can book site visits the same day.

Create sales lead and deal from inbound leads