Create CRM lead from scheduler form and notify team
Create CRM lead from scheduler form and notify team
Your scheduler submissions often fall outside service area filters and remain untriaged, delaying follow-up and estimates. It creates a CRM lead and alerts sales and dispatch for same-day triage.
Overview
When scheduler submissions fall outside configured service areas they often stall in a queue and never get quoted. This flow creates a CRM lead and pushes a clear notification to sales and dispatch so requests are triaged and acted on the same day.