Add booked meetings as contacts to nurture list

Your booked meetings aren't recorded, leaving intake teams without attendee context. This adds attendees to your nurture list so coordinators can follow up ahead of consultations.

Add booked meetings as contacts to nurture list

Overview

Booked consultations often fail to convert when attendee contacts and context aren’t captured. This flow captures invitee details, formats phone numbers, and places each contact into your nurture list so intake coordinators can follow up within minutes and prepare ahead of consultations.

Add booked meetings as contacts to nurture list