Create project lead items from web form submissions
Create project lead items from web form submissions
Your project lead form submissions arrive without owner assignment or consistent specs, delaying qualification and quoting. They are routed to the right owner and ready for same-day follow-up.
Overview
When lead forms land unassigned, quoting and scheduling stall and your operations backlog grows; this flow normalizes contact and project fields and routes each lead to the correct project board. Sales reps and project managers receive actionable lead items ready for same-day outreach and quoting.