Send estimate email and add lead to CRM
Send estimate email and add lead to CRM
Your estimate form submissions lack a tracked lead record, so follow-up is slow and inconsistent. Add the requester to CRM and send an instant estimate email so reps can follow up within minutes.
Overview
When estimate requests come in, reps need contact context immediately to convert interest into booked jobs. This workflow captures each form submission as a CRM opportunity and sends an instant, branded estimate email, so reps receive full context and can act within minutes.