Create work request from web form lead and notify ops
Create work request from web form lead and notify ops
Your webform leads arrive without structured contact or address data, causing dispatch and marketing to scramble. The workflow creates client and work requests and alerts ops for same-day follow-up.
Overview
Web leads coming in as unstructured submissions create follow-up friction for both marketing and dispatch. This workflow turns each submission into a structured contact and schedule-ready request and pings operations within minutes so bookings are actioned same day.