Add booked contacts to CRM and tracking sheets

Scheduled bookings arrive without consistent contact records, leaving campaign managers and ops to reconcile leads and missing context. Standardize contact records for same-day follow-up.

Add booked contacts to CRM and tracking sheets

Overview

Inbound bookings are a primary lead source, but inconsistent contact records create manual work and slow campaign activation. This flow captures and standardizes booked contacts and logs them into reporting sheets so campaign managers and marketing ops can begin nurture and reporting same day.

Add booked contacts to CRM and tracking sheets