Create customer records from website promo form submissions
Create customer records from website promo form submissions
Your website promo form submissions come in unstructured, leaving dispatch without contact or zip context for field scheduling. You get ready-to-schedule customer entries same day.
Overview
When promo signups hit your site, dispatch should be able to act immediately instead of waiting for manual entry. This flow converts form responses into ready-to-schedule customer records so dispatchers can assign same-day house calls and reduce scheduling lag.