Add demo bookings to lead list and send alerts
Add demo bookings to lead list and send alerts
Your demo bookings arrive without structured capture, leaving reps with incomplete context for outreach. Add bookings to your lead list and notify campaign managers so outreach happens same day.
Overview
When demo bookings don't get recorded, reps waste time gathering context and prospects fall through the cracks. This flow captures each booking into your lead list, updates contact records, and alerts the team so outreach happens the same day.