Capture scheduled jobs as tracked leads for sales reps

Sales reps lose booked jobs when scheduled appointments aren't captured, creating missed follow-ups and unclear attribution. This flow creates lead records from appointments so reps have contact and schedule details for outreach.

Overview

Booked jobs slip through the cracks when appointments aren't captured as leads, causing missed follow-ups and blurred attribution. This workflow turns every scheduled appointment into a tracked lead with full contact and schedule context, so reps act quickly and handoffs between sales and operations are reliable.

Notable Features

Create lead records from appointments
Attach contact and schedule details
Notify assigned rep for outreach