Add lead for booked consultation and send confirmation
Add lead for booked consultation and send confirmation
Your consultation bookings arrive without tracked opportunities, leaving reps unprepared and outreach ad hoc. It creates a lead record and sends a confirmation email so reps can prepare same day.
Overview
When a consultation books, reps need a ready contact and context immediately. This workflow creates or updates the CRM opportunity and sends a confirmation email within minutes so reps can prepare and avoid last-minute no-shows.