Send new lead alerts to call center channel

New leads in your CRM often arrive without source or location context, leaving estimators unprepared and delaying site bookings. Notify estimators in your team chat so leads are actioned the same day.

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Overview

When partner leads or ad-sourced contacts arrive without context, estimators and call-center reps lose time hunting for details. This flow pushes each qualifying lead into your private sales channel so teams see contact and location details within minutes and can schedule estimates the same day.