Create roofing lead records from inbound estimate emails
Create roofing lead records from inbound estimate emails
Your inbound estimate and job emails are unstructured, delaying lead triage and crew scheduling. Capture parsed contact and job fields so leads become CRM records ready for same-day follow-up.
Overview
Unstructured estimate emails keep crews waiting and let leads go cold. This flow turns those emails into CRM-ready leads and routes by work type so owners and reps can respond same day and schedule inspections quickly.