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Create CRM lead and meeting activity from booking

Create CRM lead and meeting activity from booking

Website bookings without CRM context leave your reps missing contact details and pre-meeting prep. Capture contact and lead details so reps can follow up with context before the meeting.

Create CRM lead and meeting activity from booking

Overview

Website bookings must show up in the CRM as a person, a lead, and a scheduled activity so reps never walk into meetings blind. Implementing this flow removes last-minute scrambling and ensures follow-up happens with context ahead of the meeting.

Create CRM lead and meeting activity from booking