Link onsite report to lead record and notify team

Your onsite inspection reports live in form submissions instead of lead records, delaying invoicing. Linking the report and updating lead status gives field ops one authoritative view same day.

Overview

Inspection reports that live outside lead records create follow-up and billing friction. This flow attaches the report link and updates lead status so your field ops and billing teams have one authoritative record, enabling same-day follow-up and faster invoicing.