Add booked call to CRM and notify team

Your booked coaching calls arrive without structured lead records, leaving closers underprepared. Get leads logged and team alerts sent so reps can prep and follow up same day.

Overview

Booked consultations should arrive with context, not surprises. This flow captures the booking, enriches it with intake answers, creates the contact and opportunity, and alerts the assigned closer so they can prep and follow up same day.