Create customer contact and email alert from form
Create customer contact and email alert from form
Your lead form submissions aren't captured into your messaging list, so reps miss context and scheduling is delayed. Get contacts added and a notification sent so teams can respond same day.
Overview
Leads from online forms often sit unentered, causing missed outreach windows and late estimates. This flow turns each submission into a messaging contact and fires an internal email so reps and dispatchers can respond and book estimates same day.