Add or update booked appointment contacts in CRM

Your solar appointment submissions often miss contact or schedule details, causing crew dispatch delays. Get complete contact records so schedulers and reps can follow up same day.

Workflow preview:

Zap details:

Overview

When appointment leads arrive with inconsistent fields, schedulers and reps waste time and crews get delayed; this flow captures and centralizes contact and appointment data into your CRM. That means your team sees full contact details and scheduled visits in the CRM within minutes, enabling same-day follow-up and faster dispatch.