Capture website appointment leads for marketing ops and sales
Capture website appointment leads for marketing ops and sales
Marketing ops lose website appointment requests in form inboxes, causing missed bookings and front-desk scheduling gaps. This creates or updates CRM contacts and spreadsheet rows so sales and front-desk convert inquiries into bookings.
Overview
Marketing ops lose bookings when appointment requests slip through inboxes. This workflow creates or updates CRM contacts, logs each submission in a spreadsheet, and notifies sales and front-desk so inquiries become booked appointments — driving faster response times and zero missed follow-ups.
Notable Features
- Create or update CRM contacts
- Add submission rows to spreadsheet
- Notify sales and front-desk