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Create service lead and intake card from quote form

Create service lead and intake card from quote form

Your quote form entries often lack full addresses or floor plans, leaving leads untriaged. It creates CRM leads, pins attachments as notes, and creates intake cards for same-day follow-up.

Create service lead and intake card from quote form

Overview

Untriaged quote submissions cost time and block schedulers from booking jobs. This flow captures each submission as a Service CRM lead, attaches floor plans as pinned notes, and creates an intake card so your team can contact prospects the same day. Implementing it reduces manual entry and speeds first contact.

Create service lead and intake card from quote form