Create new customer records from website form submissions
Create new customer records from website form submissions
Your website service request submissions often go unrecorded, delaying outreach. Add each submission as a customer record so coordinators can schedule and follow up the same day.
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Overview
When service requests arrive via your website, they often sit unrecorded and miss scheduling windows. This flow turns qualifying submissions into customer records immediately so marketing ops and field coordinators can book jobs and follow up the same day.