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Add booked appointment as lead, deal and tracking record

You get booked appointment webhooks without CRM records, leaving outreach owners without campaign context. Get a contact, company, deal and tracking row so reps can follow up same day.

Add booked appointment as lead, deal and tracking record

Workflow preview:

Zap details:

Overview

Booked appointments should become actionable leads, not orphaned webhook payloads; this flow converts each booking into a contact, company, and deal enriched with campaign context. That gives reps a single source of truth and lets them reach out same day with full background.

Add booked appointment as lead, deal and tracking record