Add new booking customers to CRM and notify team

Your booking customers often arrive without CRM or marketing records, causing missed welcome offers and unprepared account handoffs. Records are updated and welcome outreach sent same day.

Overview

When bookings bypass your marketing stack, welcome and retention opportunities slip away and account handoffs slow down. This flow captures each booking into CRM and email lists while sending immediate SMS alerts so campaign managers and operations staff can welcome clients and prepare same day.