Add new consultation invitees into marketing contacts list
Add new consultation invitees into marketing contacts list
Your consultation bookings fail to create marketing contacts, delaying prep emails and losing early follow-up. Add invitees to your marketing list so prep and nurture messages are sent same day.
Overview
When consultation bookings never reach your marketing system, prep emails and early nurture fall through the cracks. This workflow captures booked invitees and pushes them into your marketing list so prep and nurture messages go out the same day, keeping agents ready for every meeting.