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Create or update CRM leads from new booking

Create or update CRM leads from new booking

Your consultation bookings arrive without CRM context, so follow-up is inconsistent and students go cold. Leads are created or updated automatically so you can follow up the same day.

Create or update CRM leads from new booking

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Overview

When prospective students book a consultation, those opportunities must become actionable immediately. This flow creates or updates CRM leads and assigns ownership so your founder or enrollment coordinator can follow up the same day and reduce lost enrollments.

Create or update CRM leads from new booking