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Create solar opportunity and update contact from form

Create solar opportunity and update contact from form

Your waitlist form submissions lack CRM context and delay sales follow-up. They are turned into an opportunity and updated contact so reps can engage the same day.

Create solar opportunity and update contact from form

Overview

When waitlist submissions land without CRM context, reps waste time reconciling entries and delay outreach. This flow converts each submission into a linked opportunity and updated contact so reps can engage qualified prospects the same day.

Create solar opportunity and update contact from form