Create qualified lead and prep demo task from booking

Your demo bookings lack lead records and pre-call tasks, leaving reps without attendee context. Create lead, meeting details, and a pre-call task automatically so reps are ready before the demo.

Overview

Booked demos should hand off cleanly to reps — not rely on manual copy/paste. This flow creates a lead, logs meeting details, and assigns a pre-call task so reps have contact context and a clear to-do within minutes of booking. It reduces prep gaps and speeds demo readiness.