Create lead records from calculator submissions for roofing

Calculator submissions sit unprocessed when manual entry delays estimates. It creates lead records so marketing and estimators can contact prospects and schedule estimates same day.

Overview

Online roofing calculator submissions should turn into immediate sales activity, not spreadsheet backlog; regional marketing and ops need that prospect context in minutes. This flow captures submissions and creates CRM leads so estimators and schedulers can contact prospects and book estimates the same day.