Create contractor client records from ad contacts quickly
Create contractor client records from ad contacts quickly
Your marketing leads often lack full contact or address info, so estimators miss details and site visits get delayed. Your sales team can qualify and schedule work the same day.
Workflow preview:
Zap details:
Overview
Unvetted marketing contacts cause delays in quoting and missed site visits. This flow logs those contacts into your contractor CRM with address and phone details so estimators can qualify and schedule the same day.