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Create client records from new inquiry records automatically

Create client records from new inquiry records automatically

Your new inquiry records sit unprocessed, leaving schedulers without client contact or address for quotes. Get standardized client records for faster quoting and same-day booking.

Create client records from new inquiry records automatically

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Overview

Unprocessed inquiry rows leave schedulers scrambling and slow down quotes. This flow converts each inquiry into a standardized, searchable client record and finds existing clients within minutes, letting your reps quote and book the same day.

Create client records from new inquiry records automatically