Create new lead records from scheduled strategy calls

When strategy call bookings arrive unlogged, your reps lack campaign context and follow-ups stall. Add contact and ad tracking to your lead tracker so outreach happens same day.

Overview

Booked strategy calls should populate your lead system immediately so reps can act while interest is fresh. This captures ad attribution and appointment context, writing both a CRM record and a report row to enable same-day follow-up and clean campaign reporting.