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Create CRM deal and follow-up tasks from bookings

Create CRM deal and follow-up tasks from bookings

Your consultation bookings lack structured CRM records and miss referral and payment context. The flow creates deals, links contacts, and adds follow-up tasks so reps are prepared before the meeting.

Create CRM deal and follow-up tasks from bookings

Overview

When consultations are booked, manual deal creation and missing context slow follow-up and reduce conversion. This flow converts each booking into a deal, links contacts and creates sequenced tasks so advisors have referral and payment context and can respond same day.

Create CRM deal and follow-up tasks from bookings