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Create or update lead from booked appointment webhook

Create or update lead from booked appointment webhook

Your appointment bookings lack lead records, causing missed outreach and pipeline confusion. Capture or update the lead and mark won so staff get accurate pipeline info same day.

Create or update lead from booked appointment webhook

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Overview

When booked appointments don't create leads, reps miss outreach and pipeline reports are unreliable. This flow converts each incoming appointment payload into a CRM lead or updates an existing record, routes it to the right species pipeline, and notifies staff so pipeline accuracy is restored the same day. That means faster follow-up and cleaner reporting for revenue operations.

Create or update lead from booked appointment webhook