Create sales leads and deals from contact form
Create sales leads and deals from contact form
Your website service requests arrive untracked, delaying estimates and leaving technicians without job details. It creates a contact and deal so your sales coordinator can follow up same day.
Overview
When a homeowner or facilities manager submits a service request, this flow instantly creates a contact and a deal so schedulers have a complete record. That eliminates manual entry and enables same-day outreach by your sales coordinator.