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Create new prospect record from booking for follow-up

Create new prospect record from booking for follow-up

Your appointment bookings can arrive without a contact record, leaving intake coordinators missing client context before consultations. Create prospect records so teams have contact details ready.

Create new prospect record from booking for follow-up

Overview

When clients book consultations, missing contact records slow intake and let opportunities cool. This flow automatically creates prospect records from bookings so intake coordinators can begin outreach within minutes and preserve appointment context.

Create new prospect record from booking for follow-up