Quote-to-CRM Pipeline
Problem
Lead creation depended on email notifications and manual CRM entry.
Solution
Built an event-driven integration that transforms quote submissions into CRM leads.
Technical Highlights
- Listened for quote events from the platform
- Transformed quote data into the CRM schema
- Added validation and error handling
Impact
- Instant lead creation without manual entry
- More consistent CRM data
- Better pipeline reporting
- No missed quotes