Create contact from consultation booking for showroom team
Create contact from consultation booking for showroom team
Your consultation bookings lack contact and address details for estimators. Create proposal-ready contact records so estimators are prepared before visits.
Overview
When consultation bookings sit only in your scheduler, estimators arrive without client details and paperwork is delayed. This flow creates or updates a proposal-ready contact from each qualifying booking so your showroom team has client info ready within minutes before the visit.