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Create project intake tasks from ad form leads

Create project intake tasks from ad form leads

Your renovation lead forms miss contact or scope details, leaving coordinators underprepared. You receive structured project tasks and subtasks so coordinators can assign owners and schedule visits.

Create project intake tasks from ad form leads

Overview

Ad form submissions often arrive with inconsistent details, forcing coordinators to spend time cleaning intake instead of scheduling work. This integration delivers complete, templated project tasks and subtasks directly to coordinators, so owners can be assigned and site visits scheduled the same day.

Create project intake tasks from ad form leads