Skip to content
Templates
Create client and tag website inquiries for follow-up

Create client and tag website inquiries for follow-up

Your website lead submissions arrive unstructured, leaving reps without contact context or service preference. Capture them into client records with interest tags so reps can quote same day.

Create client and tag website inquiries for follow-up

Overview

Website leads arriving as raw form payloads create manual work and slow quoting. This flow converts each inquiry into a client record with interest tags so your reps and schedulers can prepare quotes and contact prospects the same day. That reduces manual entry and speeds time-to-quote for field bookings.

Create client and tag website inquiries for follow-up