Add booked discovery calls to CRM and notes
Add booked discovery calls to CRM and notes
Your discovery bookings lack structured contact and pipeline data, leaving reps without prep context. Create lead and opportunity records plus a Slack alert so reps have context before the meeting.
Overview
When discovery bookings arrive without CRM entries, reps scramble and outreach is delayed. This flow captures the lead, creates an opportunity, logs the booking, and pings your team so reps have prep-ready context within minutes.