Create new lead items from service request forms
Create new lead items from service request forms
Your service request submissions arrive without a tracked lead, causing inconsistent follow-up and slower client response. Create lead items for sales and project teams so follow-up happens same day.
Overview
Service request forms often arrive untracked and slow client response, leaving opportunities unattended. This flow turns each submission into a board item within minutes so sales reps and project coordinators can respond and prioritize same day.