Add booking to client record or create lead

Your scheduling bookings arrive without client linkage, leaving contact records outdated and follow-up disconnected. Add the booking to client or lead boards so coordinators and reps can act same day.

Overview

Booked meetings must land in your boards with context so reps can follow up without searching inboxes or folders. This flow writes the booking into client or lead boards and assigns an owner so coordinators and sales reps can act same day.