Capture service-request leads for sales reps and coordinators

Sales reps missing form inquiries let estimates stall and prospects go cold. Create customer records from each form so sales reps follow up within minutes and convert inquiries.

Overview

Form leads left unprocessed cost sales reps missed estimates and stalled pipelines. This workflow turns every service request into a CRM contact and alerts the right rep, eliminating manual data entry so follow-ups happen faster and leads don't go cold.

Notable Features

Create customer records in CRM
Notify sales reps of new leads
Add service details to contact record