Add appointment bookings to lead board with contact details
Add appointment bookings to lead board with contact details
Your booking form entries aren't recorded in your lead board, so reps miss address and schedule details for onsite estimates. The workflow captures and enriches leads so reps can follow up same day.
Overview
If booking requests never reach your lead board, reps waste time chasing missing addresses and windows. This flow creates or updates lead records with contact, address and appointment time so reps can prioritize onsite estimates and follow up same day.