A new lead.
A clear way forward.
You’re on a job when a new inquiry arrives. A connected workflow captures the details, checks the service area, adds the lead to your CRM and alerts the right person.
- Lead capture and qualification
- HubSpot or Salesforce updates
- Calendar links and relevant follow-up
Your team handles exceptions and approves decisions that need a personal touch.
- 01Inquiry receivedService type, location and preferred contact✓
- 02Details organizedBusiness rules + AI assistance where useful✓
- 03CRM updatedOne record for your team to work from✓
- 04A person takes the next stepNotification, review and a helpful response↗
Illustrative workflow. No live customer data.



