Add scheduled call bookings to leads and route owner
Add scheduled call bookings to leads and route owner
Your scheduled bookings often lack owner assignment and attribution, leaving reps unprepared. You receive lead records with owner and attribution before the call.
Overview
Untracked bookings create last-minute scramble and lost attribution; this flow captures each meeting as a lead, attaches owner and campaign context, and routes it so reps arrive prepared. Leads and owner assignments appear within minutes, ahead of every scheduled call.