Add booked appointment as lead, deal and tracking record
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.
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.