Create qualified lead and appointment records from intake forms
Create qualified lead and appointment records from intake forms
Your intake form responses for roofing prospects go untracked, causing missed bookings and slow follow-up. The flow creates lead and appointment records ready for reps and schedulers same day.
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Overview
Intake forms should fuel your pipeline, not create busywork for a small ops team. This flow turns each submission into a lead and linked appointment record so reps and schedulers can act on prospects and confirm slots same day.