Create final consult lead, tag mailing list, notify team
Create final consult lead, tag mailing list, notify team
Final consult bookings lack CRM updates and outreach tags, leaving closers without context. Add the contact, tag for outreach, log the booking, and alert closers same day.
Workflow preview:
Zap details:
Overview
When final consults book, your closers need context immediately or they enter the call unprepared. This flow captures the booking, updates the lead and mailing list, logs the call, and pings the closer so they’re ready same day.