Create customer and location from lead webhook intake

Lead payloads often lack contact and site details, forcing coordinators into manual lookups and delaying job assignments. It creates customer and site records so teams can triage and dispatch same day.

Create customer and location from lead webhook intake

Overview

Incoming lead payloads often arrive unstructured and force coordinators into manual intake, which slows dispatch and job starts. This flow turns each qualifying lead into a structured customer and site record so project managers can triage and dispatch same day.

Create customer and location from lead webhook intake