Create project intake record from new lead submission
Create project intake record from new lead submission
Your lead forms miss pricing and timing, leaving coordinators unable to prepare quotes. The integration delivers complete intake records so your project team can start scheduling the same day.
Overview
Intake forms that arrive without pricing or timing force coordinators into manual lookups and slow quoting. This workflow enriches each new lead with product and price context and forwards a complete intake record so your project team can start scheduling and quoting the same day.