Create lead and customer records from web leads

Web leads arrive without contact or location context, causing manual lookup delays. It creates lead and customer records, enriches location by zip, and alerts your team for same-day follow up.

Overview

When inbound web leads lack normalized contact and location data, reps waste time on lookups and scheduling slips. This workflow standardizes names, enriches location by zip, creates customer and lead records, and alerts dispatch so teams can respond same day.