Add booked appointments to your CRM and task list
Add booked appointments to your CRM and task list
Your appointment bookings arrive as webhook payloads with no CRM record, leaving agents without context. It creates appointment records and tasks so agents are prepared and follow up same day.
Overview
When bookings land as raw payloads, agents lack the context to prepare and follow up, which delays showings. This connects incoming booking payloads to CRM items and creates scheduling tasks so coordinators and agents get full appointment context within minutes for same-day follow-up.