Create new lead record and alert owners instantly

Your job submissions go unnoticed when requests aren't added to a lead list, causing missed bids and slow follow-up. Add lead records and notify owners so prospects are contacted same day.

Overview

When new job requests arrive untracked, estimates slow and prospects cool off; capturing them into a lead flow fixes that immediately. This workflow creates CRM lead records and notifies owners so teams can start quotes and follow up the same day.