Create sales lead and quotation from calculator submission
Create sales lead and quotation from calculator submission
Your calculator submissions often sit outside CRM, leaving sales without quotes or customer context. The workflow creates a CRM lead, a deal, and a PDF quote so reps can follow up same day.
Overview
Capture every calculator lead without manual steps: this flow turns a submission into a CRM person and deal, creates a branded PDF quote, and delivers it to the prospect. Reps get context and a shareable quote the same day for faster follow-up.