Add scheduled prospects to lead tracker and notify ops

Your booked appointments and replies often live in invites or inboxes, hiding campaign context. It captures and formats prospect data and alerts marketing ops so reps can follow up same day.

Add scheduled prospects to lead tracker and notify ops

Overview

When booked prospects and their email replies only live in calendar invites or an inbox, your small ops team can miss follow-up opportunities and break campaign attribution. This flow captures booking details, formats phones and times, logs records to your lead ledger, and notifies marketing ops within minutes so reps can respond the same day.

Add scheduled prospects to lead tracker and notify ops