Add booked consultation to lead list for reps
Add booked consultation to lead list for reps
Your configured booking pages create untracked consultations, leaving reps without contact context or conversion data. Capture bookings as leads so reps can outreach and qualify ahead of the call.
Overview
Booked consultations should generate action, not manual data entry delays. This flow captures each configured booking as a CRM lead and pushes meeting context to reps, enabling outreach within minutes and better qualification before the call.