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Create new client records from incoming lead forms daily

Create new client records from incoming lead forms daily

Your lead form entries arrive without a client record, leaving estimators missing address and phone for quotes. The workflow creates a client record with contact and address so you can schedule same-day.

Create new client records from incoming lead forms daily

Overview

Every missed lead costs an estimate; this flow turns new form rows into full client records immediately. Your estimators and office staff get contact, address, and project context ready for same-day scheduling and faster quotes.

Create new client records from incoming lead forms daily