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Create client records from incoming leads for estimators

Create client records from incoming leads for estimators

Your incoming lead webhook payloads arrive unstructured, leaving prospects untracked and estimators without contact context. Get validated client records in CRM for same-day estimator outreach.

Create client records from incoming leads for estimators

Overview

Incoming estimator leads often arrive without structured contact records, delaying outreach and proposals. This flow turns each webhook into a complete CRM client record automatically, enabling estimators to start proposals and follow up the same day.

Create client records from incoming leads for estimators