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Create inspection jobs from updated leads and assign owners

Create inspection jobs from updated leads and assign owners

Your lead table updates don't create inspection jobs, leaving field teams without contact or location details. Get opportunities created and assigned so reps can confirm same day.

Create inspection jobs from updated leads and assign owners

Overview

If updated lead rows aren't creating pipeline entries, inspectors miss bookings and reps lack vital context. This flow converts row updates into opportunities and assigns owners so reps receive full contact and location details within minutes.

Create inspection jobs from updated leads and assign owners