Create verified sales lead from web quote form
Create verified sales lead from web quote form
Your online quote submissions arrive as raw form data without CRM context, delaying follow-up and scheduling. Capture and email a formatted opportunity to your sales queue so reps can respond same day.
Overview
Online quote forms should drive pipeline, not inbox noise. This flow captures each verified quote, creates a CRM opportunity, and sends a branded confirmation email so reps can prioritize and reply same day.