Add scheduled consultation bookings to CRM as leads

Your consultation bookings often arrive without structured CRM records, leaving reps without context for timely follow-up. The workflow creates enriched lead records so reps can act the same day.

Overview

When consultation bookings arrive without CRM context, reps waste time hunting for details and follow-up slips. This flow captures each qualifying booking as an enriched lead and places it in the consultation stage so reps can act within minutes and keep outreach on schedule.