Add incoming booking leads to project intake sheet
Add incoming booking leads to project intake sheet
Booking submissions lack source and introducer context, scattering intake and causing resourcing gaps. Centralize entries into one intake sheet so managers see context and prepare before calls.
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Zap details:
Overview
Incoming booking webhooks often arrive without consistent source or campaign context, which leaves project intake fragmented and teams unprepared. This flow captures each booking, enriches it with source and campaign signals, and writes a ready-to-use intake row so project managers can allocate resources and prep within minutes.