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Create work requests from incoming web form leads

Create work requests from incoming web form leads

Your web leads arrive without structured address or service choices, leaving schedulers scrambling and delaying quotes. It creates client records and job requests so field teams schedule same day.

Create work requests from incoming web form leads

Overview

Web form leads often land in an inbox without the fields schedulers need, which delays booking and wastes ad spend. This flow converts each submission into a client record and a work request, and fires an email alert so coordinators can confirm and book same day.

Create work requests from incoming web form leads