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Add popup leads to CRM and notify staff

Add popup leads to CRM and notify staff

Your popup consultation signups arrive untracked, leaving your front desk unable to prioritize callbacks. They create a central lead row and immediate team email alerts for same-day follow-up.

Add popup leads to CRM and notify staff

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Overview

When popup consult signups land untracked, booking opportunities slip through the cracks and front-desk time is wasted. This flow captures each popup lead into your CRM and lead sheet and emails staff within minutes so you can schedule same-day consultations.

Add popup leads to CRM and notify staff