Create new lead entry and log to sheet

You get inbound project leads with inconsistent contact or appointment data, leaving schedulers without context. Capture, deduplicate, and log each lead so reps can follow up same day.

Overview

As COO for an exterior remodeling firm, you need every inquiry ready for quick scheduling and estimating. This workflow captures inbound lead webhooks, deduplicates by phone, adds them to your lead lists and logs them centrally so estimators and schedulers can act the same day.