Create sales lead and quote email from web popup

Website quote pop-up submissions lack CRM context and go unassigned. Capture contact details, create a deal, and send a tailored quote email so reps follow up within one business day.

Overview

When website quote pop-ups don't create CRM records, reps waste time copying data and follow-ups are delayed. This flow captures each submission as a person and deal, sends a tailored quote email, and gives reps full context to follow up within one business day.