Add booking registrants to survey list and task

Your bookings arrive without survey profiles or outreach context, leaving program coordinators unprepared. Capture registrant details and create follow-up tasks so your team follows up same day.

Overview

Bookings that don't map into your marketing list or task queue create follow-up gaps and unprepared coordinators. This flow captures booking registrants into your survey list and creates or updates a follow-up task so your team can contact prospects same day.