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Create customer and contacts from walkthrough form submissions

Create customer and contacts from walkthrough form submissions

Your walkthrough form submissions are unprocessed, leaving customer details out of your project tracker and slowing bids. Capture customers and contacts so owners have ready data same day.

Create customer and contacts from walkthrough form submissions

Overview

Unprocessed walkthrough submissions force manual entry and slow estimate preparation, leaving owners and admins without ready customer data. This flow creates or updates customer, location, and contact records so your office has accurate lead data available same day for bidding and project setup.

Create customer and contacts from walkthrough form submissions