Create lead record from free estimate form submissions
Create lead record from free estimate form submissions
Free Estimate submissions often lack service area or phone, causing delayed scheduling and wasted trips. Capture contact and location data so estimators are scheduled same day.
Overview
Incomplete estimate requests cost time and create extra site visits; you need one clean lead record for dispatch and estimators. This flow captures each Free Estimate submission, enriches it with service area and a normalized phone, and creates or updates a lead so your team can schedule estimates same day.