Create consultation lead, calendar event, and notify team
Create consultation lead, calendar event, and notify team
Unstructured website consultation submissions leave intake without client context. The workflow logs entries, creates a calendar event, and notifies intake for same-day follow-up.
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Overview
Website consultation requests are time-sensitive and often arrive without context; that delays intake and client outreach. This flow captures each submission as a lead, creates a provisional calendar slot, and notifies intake so follow-up happens within minutes and same-day bookings increase.