Add new lead and send confirmation for consultation booking

Your consultation bookings miss structured contact and appointment details, so reps can't prep or start pre-call outreach. Capture leads and send confirmations so everyone is prepared same day.

Overview

Manual consultation bookings often arrive without standardized contact or appointment context, which slows rep preparation and follow-up. This flow captures the attendee, updates your lead table, and sends a personalized confirmation within minutes so reps are ready same day.