Add new service bookings to lead tracking spreadsheet

You get new job bookings from your scheduling system without a centralized lead record, causing follow-up gaps and lost franchise prospects. They appear in shared lead sheet for outreach within minutes.

Overview

Missing follow-up from scheduling bookings costs you prospects and wastes marketing effort. This flow wires every new job into a shared lead sheet so campaign managers and reps see contact context and can outreach within minutes for same-day nurture.