Create client requests from web form leads for intake team
Create client requests from web form leads for intake team
Your web form leads miss parsed names and locations, delaying bookings and leaving prospects unassigned. It creates client requests and notifies intake staff so jobs are scheduled same day.
Overview
When web leads land as raw form submissions, follow-up slows and booking windows close. This flow captures each submission, creates a client and request in your scheduling system, and notifies intake so leads are actionable and scheduled same day.