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Create project and customer records from form submissions

Create project and customer records from form submissions

Your installation form responses arrive unstructured, delaying site surveys and approvals. Capture submissions into project and customer records so coordinators can act same day.

Create project and customer records from form submissions

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Overview

Manual intake creates friction between sales and field teams; this flow converts each form submission into customer and project records and notifies ops immediately. Project coordinators get ready-to-schedule entries and distance context so work can proceed same day.

Create project and customer records from form submissions