Add appointment leads to lead capture and notify reps
Add appointment leads to lead capture and notify reps
Your appointment activities sit only in the field CRM, causing missed confirmations and calendar gaps. Deliver lead records to your capture system and alert assigned reps for same-day follow-up.
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Overview
When appointment activities only live in the field CRM, confirmations slip and scheduling breaks down. This flow guarantees full lead records are pushed to your capture system and texts go to assigned reps so confirmations and next steps happen within minutes.