Add new opportunities to SMS and booking leads

New opportunities not routed to outreach or booking pipelines delay follow-up and cause lost engagement. Ensures outreach happens same day by adding contacts to campaign and booking lists.

Workflow preview:

Zap details:

Overview

When new deal records sit outside your outreach or booking systems, campaign managers and adviser coordinators waste time and prospects cool off. This flow routes each qualifying opportunity into campaign and booking queues automatically so outreach and booking invites go out same day.