Instant Quote Request Dispatch
A done-for-you home services automation built for the Inside Sales Coordinator, connecting Twilio, Jotform, and Slack so the work below happens on its own.
What this automation does, step by step
When a homeowner submits a quote request through the website form, this automation immediately parses the job details, service type, and property address, then texts the on-call estimator a summary with a one-tap callback link.
If the estimator hasn't acknowledged the lead within five minutes, the alert automatically escalates to a backup estimator and the sales manager on Slack, so no request sits unanswered in an inbox overnight.
The customer receives an automatic confirmation text letting them know a specialist is reviewing their request and will call shortly, which keeps them from filling out three more competitors' forms while they wait.
Estimators who used to call back hours later, once someone finally checked the contact form inbox, now respond within minutes, and the company converts noticeably more of the leads it's already paying to generate.
- Jotform or Gravity Forms
- Zapier or Make.com
- Twilio
- Slack
- CRM or quoting tool (e.g., JobNimbus or HubSpot)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on an inside sales coordinator remembering to check in, update records, and follow up, with no safety net if something slips. It's the kind of work that quietly eats hours every week.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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