Create shared lead row from updated quote sheet entry
Create shared lead row from updated quote sheet entry
Your intake quote rows aren't visible to dispatch, causing missed follow-ups and slow inspector assignment. Shared leads are updated automatically so coordinators can assign and contact prospects same day.
Workflow preview:
Zap details:
Overview
If intake quotes sit only in one worksheet, coordinators miss assignments and inspectors wait. This flow copies qualifying quote rows into a shared leads tracker so your operations team can assign and contact prospects the same day.