Create lead and notify team from booked call

Your intake bookings lack unified lead records and subscriber entries, which delays follow-up. Capture the booking as a lead and subscriber, notify staff, and enable same-day call prep.

Overview

Turn every booked intake call into an actionable lead and a subscribed contact so follow-ups stop slipping through the cracks. This flow captures booking details, creates the opportunity, and alerts program coordinators so preparation and outreach happen the same day.