Create lead from new job entry for follow-up

When new job records arrive without a linked contact, your estimators and owners lack timely lead context and bids get delayed. Create a lead record automatically so follow-up starts the same day.

Overview

New jobs are your best source of immediate revenue, but only if someone reaches out quickly. This flow turns every new job into a populated lead record so estimators and owners can begin same-day outreach and maintain clear ownership. The result is faster contact and fewer lost follow-ups before the bid window closes.