Create client work request from incoming lead submission
Create client work request from incoming lead submission
Your inbound lead submissions don't produce job-ready client records, causing scheduling delays. Get job-ready client records and starter notes created automatically for same-day scheduling.
Overview
Inbound leads often arrive without structured client details, forcing manual entry and delaying jobs. This flow converts lead hooks into client records and starter work requests so your operations coordinator can assign and schedule work the same day.