Add incoming lead and customer record from webhook
Add incoming lead and customer record from webhook
You get web leads missing routing and scheduling context, which delays outreach and job creation. Turn each payload into a CRM opportunity and scheduling customer for faster follow‑up.
Overview
Incoming web leads often arrive unstructured and unassigned, causing reps to miss outreach windows and dispatchers to chase incomplete info. This flow turns each payload into a CRM opportunity, a scheduling customer, and a logged spreadsheet row so your team can act within minutes and book jobs the same day.