Create party booking deals from online request forms
Create party booking deals from online request forms
Your online booking forms sit unprocessed, leaving trip details and contact info scattered and slowing quotes. The workflow creates a deal and note so reps can act on requests the same day.
Workflow preview:
Zap details:
Overview
Stop losing bookings in a form inbox and give sales and dispatch a single source of truth: every request becomes a tracked deal with a booking reference and trip summary. That means reps can quote and hand off scheduling the same day with no manual entry.