Create CRM lead and send booking confirmation SMS
Create CRM lead and send booking confirmation SMS
Your booked consultations often lack structured contact and company data, leaving reps unable to prepare for calls. Capture lead and booking details so reps and coordinators are prepared before the meeting.
Overview
When bookings arrive without structured contact info, reps waste prep time and calls start unprepared. This flow captures booking details into the CRM and delivers confirmation plus a 30‑minute reminder, so reps and coordinators are ready before the meeting.