Good morning!
Recent Leads
Website Form → CRM
Not connectedWhen a customer fills out your quote form at scoopinyards.com/form, their info will automatically appear in Fresh Leads here. Follow the steps below to connect.
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1
Deploy this CRM to Netlify — go to app.netlify.com/drop, drag & drop this HTML file. You get a live URL in ~60 seconds.
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2
Open your Zapier dashboard — find the Zap for your form webhook (
4yzt9or). Click Edit. -
3
Add a second action — choose Code by Zapier → Run Javascript. Paste this code, replacing YOUR_CRM_URL with your Netlify URL:
const data = inputData; await fetch('YOUR_CRM_URL', { method: 'POST', headers: {'Content-Type':'application/json', 'X-Scoopin-Lead':'true'}, body: JSON.stringify(data) }); -
4
Test it — submit a test on your form. The lead appears in Fresh Leads instantly with correct pricing already calculated.
Fresh Leads
Clients
Invoices
| Customer | Service | Amount | Status | Due |
|---|
Billing & Payments
Monthly Billing Reminders
Generate a reminder text for each active recurring customer. Tap "Send" to open your texting app with the message pre-filled, or "Copy All" to get all messages at once.
All Active Customers
Revenue Overview
Weekly Revenue Trend
Revenue by Frequency
Churn Analysis
Schedule
Saturday & Sunday service days · tap a customer card to reassign
Field Tools
Tap a card to log completion, send texts, or upload photos
Quote Tool
Build an instant quote · matches your live pricing
Routes
Auto-optimized · precise Google coordinates
Time Analytics
Job durations, efficiency, and time per customer
Settings
Manage your data, testing tools, and preferences