Create new client records from website lead submissions

Your website lead submissions arrive unlogged, leaving sales without contact details or estimate context. The workflow creates and tags client records so your sales managers can follow up same day.

Overview

Website leads often arrive untracked and cool off before a rep calls, costing you booked estimates. This flow captures each submission into your system, tags it for triage, and gets reps on the phone same day so opportunities are engaged while interest is fresh.