Create consult activity and assign owner to lead

Your consult bookings arrive without owner or CRM context, leaving reps unprepared and follow-up missed. Create and assign a CRM activity so owners have prep details and can follow up same day.

Overview

When bookings arrive without an owner, reps can't prepare or follow up reliably. This flow creates a scheduled CRM activity and assigns ownership instantly so your designers and sales reps have prep context and can act same day. It turns every consult booking into a visible, owned task for faster outreach and fewer missed opportunities.