Create sales lead and calendar event from booking

Your discovery bookings arrive without CRM context, leaving reps unprepared and ownerless. Create or update leads and add an opportunity so reps have context same day.

Overview

If discovery bookings don't land in your CRM, reps arrive to meetings without the right context or owner assignment. This flow captures each booking as a lead, creates the opportunity, notifies the assignee, and adds the contact to marketing so reps are prepared same day.