Create new sales lead from incoming customer events

Incoming customer and estimate webhooks often arrive with no follow-up, so leads go uncontacted and jobs can be delayed. Capture and route new leads to your lead list and notify the owner same day.

Overview

When new customer or estimate events land in your system, they should become actionable leads instead of lost entries. This flow converts incoming webhooks to a tracked lead row and pings the owner so follow-up happens the same day, improving booking conversion and reducing job delays.