Skip to content
Add booked clients to lead pipeline for follow-up

Add booked clients to lead pipeline for follow-up

Your Timely client records for manually booked appointments lack follow-up context, leaving potential retail and package sales uncontacted. Add or update those clients as leads so campaign and call teams can follow up the same day.

Add booked clients to lead pipeline for follow-up

Workflow preview:

Zap details:

Add booked clients to lead pipeline for follow-up