Create CRM leads and appointments from bookings automatically
Create CRM leads and appointments from bookings automatically
Your booked tours lack contact and appointment context, so agents miss prep and follow-up. It captures attendee details and creates an appointment so agents have full context same day.
Overview
Bookings that arrive without CRM context create lost time and poor follow-through for leasing teams. This flow captures the attendee, maps questionnaire answers, and creates a matching appointment record so agents get full context same day. The result is cleaner handoffs and faster follow-ups before tours.