Create CRM lead from session bookings and notify team
Create CRM lead from session bookings and notify team
Career strategy session bookings arrive without CRM records or campaign context, leaving admissions unable to prioritize outreach. Capture contact and UTM data so advisors can follow up the same day.
Overview
When prospects book discovery sessions, missing CRM entries slow outreach and hurt conversions. This flow captures booking contact and campaign context, creates or updates a lead, enrolls them in your email path, and alerts the team so advisors can act the same day.