Create qualified lead records from inbound web inquiries

Your service inquiries arrive unstructured, causing callbacks to be delayed and quotes to stall. Capture each inquiry into a lead record so your reps can respond within minutes.

Workflow preview:

Zap details:

Overview

Unstructured incoming inquiries cost time and missed bookings; this flow makes every incoming form a tracked lead and alerts your sales channel instantly. Your reps get a cleaned phone, a source tag, and a prioritized Slack summary so they can call back within minutes.