Quote-to-CRM Pipeline

Problem

Quote submissions required manual CRM entry. This delayed sales follow-up and increased the risk of missed leads and inconsistent data.

Solution

Built a webhook integration that automatically transforms quote submissions into CRM leads.

Technical Highlights

• Developed a webhook endpoint to receive quote submissions
• Validated and transformed quote data into the CRM schema
• Implemented logging, error handling, and retry logic
• Automated lead creation through the CRM API

Impact

• Sales teams no longer had to manually create CRM leads
• Every quote submission captured automatically
• Reduced manual errors
• Gave the team more reliable pipeline visibility