Create consult booking record and deal in CRM
Create consult booking record and deal in CRM
Your booking form submissions lack structured client and deal context, so coordinators struggle to schedule consults. Capture contact and deal details so bookings are confirmed the same day.
Workflow preview:
Zap details:
Overview
Incoming bookings should become actionable client records, not orphaned form rows. This flow turns each booking webhook into a contact, a consult deal, and pinned intake notes so your booking coordinators can confirm appointments the same day. It reduces manual lookup and speeds scheduling for intake staff.