Create CRM lead from new booking and email
Create CRM lead from new booking and email
Your class bookings arrive without CRM records, leaving reps without attendee details for confirmations and day-of check-in. Add contact, send confirmation, and tag the CRM record same day.
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Overview
When bookings land outside your CRM, reps waste time chasing attendee details and confirmations. This flow creates the contact, sends a confirmation email, and flags paid bookings so reps can act within the same day and keep schedules full.