Create regional lead rows and send confirmation email
Create regional lead rows and send confirmation email
Your solar form submissions arrive uncategorized, so installers miss regional routing and outreach. Teams receive routed leads and can follow up same day.
Workflow preview:
Zap details:
Overview
When solar inquiries arrive uncategorized, installers lose booking windows and prospects go cold; this flow captures each form submission, routes it to the right regional sheet, and emails the prospect. Sales coordinators get contact-ready leads and can follow up same day.