Create sales-ready lead record when appointment is booked
Create sales-ready lead record when appointment is booked
Your appointment bookings often arrive without linked CRM leads, leaving field agents lacking contact and appointment context. Creates a sales-ready lead so reps can follow up same day.
Overview
When an appointment is booked you need the contact and context in your CRM immediately so reps can act. This flow creates a sales-ready lead and routes ownership, enabling reps to confirm viewings and prepare property details same day.