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Create customer and deal record from new booking

Create customer and deal record from new booking

When bookings don't reach your CRM, sales miss attendee details and add-on revenue. Automatically create contact and deal records so follow-up happens the same day.

Create customer and deal record from new booking

Overview

If bookings don't reach your CRM, add-ons and follow-ups slip through the cracks and revenue is left on the table. This flow converts every booking into a contact and a linked deal so sales and ops can act within hours and lock in revenue the same day.

Create customer and deal record from new booking