Create sales appointment and notify prospect and team by SMS
Create sales appointment and notify prospect and team by SMS
Your leads arrive without scheduled appointments, leaving prospects unconfirmed and reps without visit context. You receive calendar events and SMS confirmations so bookings are confirmed same day.
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Overview
Unscheduled leads create friction and wasted outreach. This flow converts incoming lead submissions into calendar bookings, creates a customer record, and can send immediate SMS confirmations so prospects and reps have booking details same day.