1.Detect form captured
Integrate CallRail to capture the lead form event and trigger downstream intake processing.
Create site-visit requests from lead forms with intake notes
Automatically process inbound lead form submissions across CallRail and Jobber to turn requests into intake-ready site visit records. Create and update when you receive new form submissions, capture inquiry details, or detect missing client matchesβso you can schedule faster, match clients accurately, and attach intake notes without manual booking coordination.
How this automation creates faster site visit booking
When form captured leads lack structured site visit details, manual intake slows booking and dispatch. This automation formats names, matches or creates client records, and creates work requests with intake notesβso your team can book site visits with complete context.
CallRailor swap with your favorite app
2.Splits full name into first and last
Integrate Formatter by Zapier and data transformation tools to split the submitted full name to structured fields.
Formatter by Zapieror swap with your favorite app
3.Finds client by email
Integrate Jobber, CRM lookup tools, and client directories to search by form email and return a client ID.
Jobberor swap with your favorite app
4.Creates client if missing
Integrate Jobber and contact management tools to create a new client when no client match exists.
5.Creates work request and adds note
Integrate Jobber and scheduling tools to create the site visit work request and attach intake notes from the submission.
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Explore all customer site visit management automations
Coordinate customer site visits with automated scheduling, dispatch updates, and visit logging
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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