Create CRM lead from booked consultation, route affiliate

Your booking events lack structured contacts and affiliate tags. Capture and route each booking into CRM and affiliate sheets so leads are ready within minutes.

Overview

Booked consultations often arrive untagged and unlogged, leaving campaign attribution and follow-up to chance. This flow captures each booking as a lead, applies affiliate attribution, logs it to the right sheet, and notifies intake so reps can act within minutes.