Create eval bookings and prospects from incoming webhooks
Create eval bookings and prospects from incoming webhooks
Your lead webhooks arrive without bookings or contact records, delaying coordinator actions. Create bookings and contacts so your front desk can confirm evaluations same day.
Overview
Stop relying on manual lookups to schedule trials and evaluations—this flow captures incoming lead webhooks, creates prospect records, and books evaluation slots automatically. Program coordinators and front-desk staff get confirmed sessions the same day, reducing missed sign-ups and administrative overhead.