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Create new client and job from web lead

Create new client and job from web lead

Your web leads arrive as raw submissions, leaving contacts uncreated and jobs untracked for quotes. It creates clients and work requests so schedulers receive structured leads same day.

Create new client and job from web lead

Overview

Website leads often arrive unstructured, delaying quotes and leaving schedulers with missing context. This flow converts each submission into a client and a work request, and sends a summary email so schedulers can act the same day.

Create new client and job from web lead