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Create client project and tracker entry from inquiry form

Create client project and tracker entry from inquiry form

Your inquiry submissions lack venue and contact context, delaying event setup and client prep. Coordinators receive populated project records and tracker rows for same-day follow-up.

Create client project and tracker entry from inquiry form

Overview

Unstructured inquiries slow down bookings and create rework for coordinators; manual entry delays client follow-up. This flow converts incoming webhooks into populated project records and tracker rows so your booking team can prepare venue and client materials the same day.

Create client project and tracker entry from inquiry form