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Create lead and client records from form submissions

Create lead and client records from form submissions

Your website lead submissions often miss contact or property context, causing booking delays and extra back-and-forth. Add leads and client records automatically so your schedulers can confirm jobs same day.

Create lead and client records from form submissions

Overview

Website leads often arrive with incomplete job or address details, slowing down bookings and wasting scheduler time. This flow captures each submission as a lead card and a client record so schedulers and techs have full context and can confirm jobs same day.

Create lead and client records from form submissions