CustomerDo you handle commercial fit-outs as well as domestic work, and do you cover Leeds?
AdoomiCommercial fit-outs are covered and Leeds sits inside the service area listed on the site. I can't put a figure or a start date on a job like that, so the commercial team should pick this up. Can I take your name and the best email, plus a line about the site itself?
CustomerDan Ellery, and I'll leave my work email. Two retail units, both still trading, so any work has to happen overnight.
AdoomiThanks Dan, the team has your details now. If you'd rather carry on from your phone, I can move us to WhatsApp and they'll pick it up there with everything you've already told me.
Your teamA new-lead email reached the owner's account email, pointing to the lead in the dashboard. The same enquiry, with Dan's details, also landed in their operations tool. The new-lead webhook posted it as JSON to a Zapier Catch Hook, and the Zap raised the task.
Your teamNothing was typed twice. At month end the leads list was exported as CSV and the month's enquiries went into the CRM in one import, because no connector is doing that live.
The assistant answered the coverage question from the business's own content, then refused to guess a price or a start date, which is the answers-only-from-approved-content rule every connection inherits. Everything after that was routing: one enquiry delivered by email, by webhook and eventually by CSV, with no CRM connector anywhere in it.