Create verified solar lead and send welcome email

Your solar quote submissions arrive without CRM context, so reps lack contact and location details and delay quotes. They become CRM opportunities and get a welcome email so reps can respond same day.

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Overview

When website quote forms land without CRM records, reps waste time chasing missing contact and location details and risk losing appointments. This flow captures each submission as a tracked opportunity and sends a branded welcome email so reps can respond same day and start booking surveys.