Add follow-up leads after completed client visits to CRM

When appointments finish without a CRM record, your reps lack lead context and miss timely follow-ups. Create opportunities automatically so reps can reach out same day.

Overview

When consults complete, you need prospects captured with contact and appointment context so reps can act immediately. This flow turns finished bookings into CRM opportunities and delivers the data reps need, enabling same-day outreach and faster next-step scheduling.