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Create lead and outreach task for new inquiries

Create lead and outreach task for new inquiries

Your landing page form submissions arrive without follow-up, leaving HVAC inquiries unassigned and slow to contact. The flow captures contacts and creates outreach tasks so agents respond same day.

Create lead and outreach task for new inquiries

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Overview

When landing page inquiries arrive untriaged, follow-up stalls and revenue opportunities slip. This flow captures each submission, standardizes contact data, sends an immediate SMS prompt, and creates a tracked lead item so agents can act the same day.

Create lead and outreach task for new inquiries