Create new intake deal from scheduled consultation invitee
Create new intake deal from scheduled consultation invitee
You lose intake context when scheduled consultations aren't in your CRM, leaving client contact details scattered and triage delayed. Get complete contact and follow-up tasks created in CRM same day.
Overview
Stop losing intake context when bookings arrive outside your CRM. This flow turns every scheduled consultation into a contact, an intake deal, and a scheduled activity so your intake coordinator or partner can follow up same day.