Create lead record and notify booking team with details
Create lead record and notify booking team with details
Your booking leads from the production database often arrive unlogged, leaving booking coordinators without guest context. Add leads to CRM and the marketing list so follow-ups happen same day.
Overview
When booking rows land in the database unlogged, booking coordinators lack guest context and outreach stalls. This workflow captures each booking as a contact and ticket, adds the contact to your marketing list, and alerts the booking team so follow-ups occur same day.