Marketing agencies: notify reps of quote leads via SMS

Sales reps at marketing agencies miss Free Quote submissions, costing appointments and deals. Instant SMS alerts deliver lead details to the right rep, ensuring outreach within minutes.

Overview

Marketing agencies lose appointments when Free Quote forms go unanswered. This workflow creates a CRM deal and pushes an SMS summary to the right salesperson, so reps reach prospects faster and miss fewer appointments.

Notable Features

Send SMS lead notifications instantly
Create CRM deal and notes
Route leads to assigned rep