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Create new customer and job from form submissions

Create new customer and job from form submissions

Your microsite form submissions are unstructured and lack job details for intake. It creates customer records and jobs with mapped job types so coordinators get complete leads same day.

Create new customer and job from form submissions

Overview

Unstructured microsite leads force manual triage and slow down quoting; this pipeline captures each submission, maps product to a job type, and creates ready-to-quote contact and job records. Intake coordinators receive complete leads within minutes, enabling same-day estimates and faster assignment.

Create new customer and job from form submissions