Create trade valuation lead, log data, and email customer
Create trade valuation lead, log data, and email customer
Trade valuation form submissions can be missed, causing delayed callbacks and lost showroom bookings. This creates CRM leads, logs entries to a sheet, and sends confirmation emails within minutes.
Overview
When trade-valuation forms aren't recorded, hot prospects slip away and showroom bookings are missed. This flow converts each submission into a CRM lead, logs it for reporting, and sends a customer confirmation so reps can call back within minutes.