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Create CRM lead from manual field intake form

Create CRM lead from manual field intake form

Manual lead entries for solar projects miss address or contact details and stall site scheduling. The flow records clean CRM contacts plus a spreadsheet row, enabling same-day survey scheduling.

Create CRM lead from manual field intake form

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Overview

When manual intake lacks address or contact context, site surveys and crew scheduling stall and projects slip. This flow turns each submission into a tidy CRM contact and a single lead sheet row so coordinators can book surveys the same day.

Create CRM lead from manual field intake form