Create client and booking from paid social lead
Create client and booking from paid social lead
Your paid social leads arrive unformatted and disconnected from scheduling, leaving project notes and contact details untriaged and site visits delayed. The workflow creates client records and service requests, so teams can contact and quote prospects same day.
Overview
Stop letting paid social leads sit untriaged in your inbox—this flow converts each form submission into a client and a service request so office staff and field crews have the information they need. That means faster callbacks and the ability to prepare quotes and schedule site visits the same day.