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Create client records and work requests from leads

Create client records and work requests from leads

Your lead form submissions arrive unprocessed, leaving dispatch without client context or scheduled jobs. It creates client records and work requests so dispatch can act same day.

Create client records and work requests from leads

Overview

Stop leaving leads stranded between marketing and the field. This flow captures lead submissions as client records and spins up a work request so dispatch can schedule and act the same day. It reduces manual handoffs and speeds first response.

Create client records and work requests from leads