Skip to content

Create lead records and dispatch requests from forms

Your website quote submissions arrive unstructured, making estimators and dispatchers rekey lead details. Capture validated leads into jobs and alert dispatch for same-day scheduling.

Create lead records and dispatch requests from forms

Workflow preview:

Zap details:

Overview

Website leads often arrive unstructured and stall your scheduling pipeline; that costs time and slows estimates. This flow classifies and logs each lead, creates a client and dispatch-ready job, and notifies dispatchers so teams can act the same day.

Create lead records and dispatch requests from forms