Create CRM contact and job from webhook lead
Create CRM contact and job from webhook lead
Unstructured webhook chat leads force manual contact and job entry, delaying dispatch. Create contacts and jobs automatically so coordinators schedule crews the same day.
Overview
When chat or webhook leads don’t become CRM records immediately, reps and dispatchers lose time and miss same-day scheduling. This flow captures incoming leads, cleans the transcript, creates a contact and a job record so coordinators can assign crews and follow up the same day.