← BACK TO PORTFOLIO
● Delivered · CRM & lead capture · Home services client

Lead Flow: CRM ↔ Job Management

Stop re-typing leads and start working them.

BOOK A STRATEGY CALL
Lead Flow: CRM ↔ Job Management — how it works
Status
● Delivered
Category
CRM & lead capture
Client
Home services client
Outcome
Double entry → One record
Stack
GoHighLevelJobberFacebook Lead FormsYelp

The problem

For the home-services operator watching jobs slip away between the form and the follow-up. A lead comes in through Facebook, your site, or a Yelp estimate request. Then it sits, because someone has to notice it and manually key it into the job system. By the time you reply to Yelp, they've already booked someone faster.

How it works

Connected GoHighLevel to Jobber, wired in Facebook and website forms, then added AI responders that answer Yelp estimate requests instantly and sort every inquiry by intent and service.

Before → After

BEFORE

Leads were re-entered by hand and slow Yelp replies cost jobs.

AFTER

Leads flow straight in and Yelp gets answered on the spot.

Automation in action

1 / 1 ⤢
Lead Flow: CRM ↔ Job Management — how it works
Lead Flow: CRM ↔ Job Management — how it works
Lead Flow: CRM ↔ Job Management — how it works
// Keep exploring

More CRM & lead capture projects

ALL PROJECTS →
SharePoint Client Provisioning
SharePoint Client Provisioning

Onboard a new client with one webhook, not an afternoon of copy-paste.
Booking → Pipeline Webhook — how it works
Booking → Pipeline Webhook

Every calendar booking becomes a pipeline prospect automatically, with company details auto-filled from the work-email domain, cancellation handling, and a call-prep trigger.
One-Entry Client Provisioning — how it works
One-Entry Client Provisioning

One entry creates a new client's entire footprint: invoicing, revenue config, reporting config, onboarding record, profile doc, and team notification — idempotently, with a rate hard-gate.