Create lead from new booking for course appointments
Create lead from new booking for course appointments
New bookings without linked leads leave campaigns blind and reps missing prospect context. Capture booking contacts as leads so campaign managers and sales get usable records same day.
Overview
If bookings don't create leads, campaign attribution breaks and reps lack prospect context. This workflow converts qualifying bookings into tracked leads and delivers ready-to-use contact records to campaign managers and sales the same day.