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Create CRM lead and deal from intake form

Create CRM lead and deal from intake form

Your intake form submissions for roofing jobs sit unprocessed, delaying estimates and letting qualified prospects cool. You receive a contact, organization, and open deal so reps can respond same day.

Create CRM lead and deal from intake form

Overview

Intake forms are your busiest lead source — but unprocessed submissions mean slower estimates and missed revenue. This flow converts each intake into a contact, organization where applicable, and an open deal assigned to the right rep so your team can respond same day and keep pipeline momentum.

Create CRM lead and deal from intake form