For business owners: create projects when leads are approved

Business owners lose approved leads in handoffs, delaying onboarding. This creates a project record when lead status is set to approved so operations begin onboarding immediately.

Overview

Approved leads getting lost in handoffs cause onboarding delays and missed delivery windows, risking customer satisfaction. This workflow turns every approved lead into a standardized project record and notifies operations, eliminating manual handoffs so onboarding starts immediately and deliverables remain consistent.

Notable Features

Create standardized project records
Populate project fields from lead
Notify operations when projects created