Add tour bookings to CRM as new leads
Add tour bookings to CRM as new leads
Your tour bookings arrive without CRM records, leaving sales without attendee context. Capture bookings into CRM so membership can follow up with context within minutes.
Overview
When tour bookings don't reach CRM, membership reps miss warm outreach windows and lose context ahead of visits. This flow captures each booking as a lead, validates phone data, and assigns an owner so your team can contact prospects within minutes.