Add booking to lead tracker and send SMS

Your bookings arrive without a unified record, scattering follow-up details and delaying prep. Capture each booking, add contact info to your tracker and list, and send confirmation SMS the same day.

Overview

Booked calls frequently land without a consistent record, which costs prep time and weakens follow-up. This workflow captures each booking into your lead tracker, notifies the team, and sends a confirmation SMS so staff can act the same day.