Create CRM lead and contact from booked appointment
Create CRM lead and contact from booked appointment
Your 15-minute triage bookings aren't logged in CRM, leaving intake coordinators without contact context. Get leads and contacts logged so your team can follow up same day.
Overview
When triage bookings don't become logged leads, intake coordinators and attorneys lack the context they need for timely outreach; this workflow turns each booking into a CRM lead, an address book contact, and a logged row immediately. That change lets your team perform same‑day follow-up and keeps potential clients from cooling off before outreach.