Create onsite job and notify team from leads
Create onsite job and notify team from leads
Your paid social lead form responses arrive unstructured, leaving quote requests unlogged and site visits delayed. Leads are created as client jobs and your team is notified for same-day follow-up.
Overview
Paid social leads need to become action quickly or you miss bookings during busy windows. This flow captures form responses, creates client jobs, and notifies your team so crews can schedule same-day or next-business-day visits.