Add scheduled meeting leads to central lead tracker

Booked calls come into chat and sheets without contact or intake context, leaving reps unprepared. Log bookings into central lead records so reps get qualification context and can follow up same day.

Overview

Booked meetings are only valuable when reps show up prepared—this flow captures booking details into a central lead record and notifies your sales channel so reps have clear qualification context. Expect faster, same‑day follow-ups and fewer missed handoffs between chat and your lead tracker.