Add new web form lead to client list and email

Your web form leads often arrive incomplete or unprocessed, delaying site visits and accurate estimates. Get complete contact rows and an immediate welcome email so staff can follow up same day.

Overview

When website leads arrive without structure, your estimators and office staff waste time clarifying details and bookings slip. This flow captures form contacts into your client tracker and sends an immediate welcome message, ensuring actionable leads land with the right people within minutes.