Create sales deal from scheduled site visit booking
Create sales deal from scheduled site visit booking
Your virtual site visit bookings bypass the CRM, leaving BD reps without client context or prep notes. Capture the booking into a deal and create follow-up tasks so teams have confirmations same day.
Workflow preview:
Zap details:
Overview
When a prospect schedules a virtual site visit, that booking should turn into an opportunity and actionable prep work — not a lost email. This flow converts each booking into a staged deal, creates meeting and invoice-check tasks, and gets BD reps ready the same day.