Capture residential leads with project ID for sales reps

Sales reps lose residential prospects when project IDs are missing from form submissions, causing incomplete intake. Route leads that include a project ID into your sales intake so reps get full prospect details.

Overview

Residential sales reps lose deals when intake is incomplete or project IDs are missing. This workflow captures every lead that includes a project ID and routes full prospect details into your sales intake, enabling faster handoffs and significantly fewer missed follow-ups.

Notable Features

Capture leads with project ID
Create CRM lead record
Notify assigned sales rep