Create lead record and alert teams for new estimates

Your booked estimates often lack synced lead records and conversion signals, causing attribution gaps. You get consistent lead entries, ad conversion events, and team alerts to prep crews same day.

Overview

Booked estimates frequently fall out of analytics and ops when they aren't consistently captured, causing attribution and readiness problems. This flow guarantees each scheduled estimate becomes a tracked lead, generates a conversion event for ad reporting, and pings your team so crews are prepared same day.