Create CRM lead from new booked roof inspection

Booked inspections capture intake, but manual entry leaves estimators without address or notes. It creates a CRM lead with contact and appointment details so estimators can follow up same day.

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Overview

When a client books a roof inspection, this flow immediately creates a CRM lead with address, intake notes, and the appointment time so estimators aren't guessing. That eliminates manual entry delays and enables estimator outreach within minutes, often same day.