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.
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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.