Create CRM deal and scheduled meeting from booking

Your booked consultations live outside your CRM, so admissions can't assign owners or follow up. Create contacts, deals, and a meeting automatically so admissions staff can follow up within minutes.

Overview

For a small online academy, booked calls are your top enrollment leads — but they only convert if followed up quickly. This flow captures every booking as a contact, deal, and scheduled activity and routes it to admissions so outreach happens within minutes.