Create contact and log booked appointment to CRM
Create contact and log booked appointment to CRM
Your appointment bookings arrive without CRM records, leaving staff without client context for intake and prep. This creates the contact and enrollment so pre-visit emails and reporting run same day.
Overview
If appointments land in your scheduling system without CRM context, front‑desk prep and pre‑visit messaging stall. This flow creates or updates the contact, logs the booking, fires a conversion event, and enrolls the client in pre‑visit emails so instructions go out same day.