Create or update lead records from portal submissions
Create or update lead records from portal submissions
Your portal lead submissions lack owner or appointment details, causing reps to miss scheduled jobs. It creates or updates lead records with booking and contact info so reps have context same day.
Workflow preview:
Zap details:
Overview
Incoming portal leads often arrive missing booking or owner context, which causes missed appointments and slow outreach. This flow turns each submission into a complete lead record so reps get contact and booking details and can act the same day.