Create CRM lead and log booking details to sheet
Create CRM lead and log booking details to sheet
Your booking requests arrive without CRM context, leaving pension consults untracked and follow-ups delayed. They become CRM leads and are logged to your booking sheet for same-day follow-up.
Overview
Stop losing consult requests to manual entry — this flow turns new bookings into CRM leads and logs every booking to a single sheet. That gives you immediate visibility into pension consults and enables same-day outreach to prospective clients.