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Create new lead and estimate opportunity from bookings

Create new lead and estimate opportunity from bookings

Your chimney service bookings sometimes arrive without CRM contacts, leading to missed follow-ups and scheduling errors. It creates a contact and opportunity so you can follow up same day.

Create new lead and estimate opportunity from bookings

Overview

When bookings for chimney cleaning and repair come in, they need to become contactable leads fast or jobs get lost. This flow captures booking details, creates a contact and draft opportunity, and alerts your team so follow-up and scheduling happen the same day.

Create new lead and estimate opportunity from bookings