For marketing agencies: capture price-request leads into CRM

Sales reps at marketing agencies miss modal price-request submissions, causing warm prospects to go cold and deals to stall. This delivers full lead and vehicle context to CRM so reps prioritize outreach.

Overview

Marketing agencies lose hot prospects when modal valuation requests aren't routed. This workflow converts every price-request into a CRM person and linked deal with vehicle details, giving reps the context they need to prioritize outreach. Expect faster response times and far fewer missed follow-ups.

Notable Features

Create CRM person and deal
Attach vehicle details to deals
Notify sales reps with context