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Create project from new lead webhook for field teams

Create project from new lead webhook for field teams

You get lead submissions missing site and contact info, causing scheduling delays and rework on estimates. This creates job records so crews can schedule visits same day.

Create project from new lead webhook for field teams

Overview

Inbound leads often arrive without full site or contact details, which stalls scheduling and forces rework. This flow converts those lead payloads into complete job projects so your project managers and crews can schedule visits the same day.

Create project from new lead webhook for field teams