Add web form leads into customer records for dispatch
Add web form leads into customer records for dispatch
Your web form submissions arrive without customer records, creating dispatch blindspots and delaying job scheduling. You get complete contact records and intake notes for dispatch same day.
Workflow preview:
Zap details:
Overview
Unprocessed web leads create blindspots for dispatch and waste office time. This workflow creates the customer record, attaches intake context, and sends an email alert so intake and dispatch can act on requests the same day.