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Create prospect task and add to list from discovery event

Create prospect task and add to list from discovery event

You can't prep when discovery-call events aren't logged, so prospect context is lost. Capture the attendee as a prospect task and add them to your nurture list for same-day follow-up.

Create prospect task and add to list from discovery event

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Overview

Unlogged discovery calls create follow-up gaps and slow conversions. This flow captures each scheduled discovery call as a prospect task, adds the attendee to your nurture list, and drafts a prep email so your team can act same day.

Create prospect task and add to list from discovery event