For marketing agencies: prevent missed bookings and handoffs

Managing directors at marketing agencies miss booking form emails, causing missed shoots and unhappy clients. It upserts dates and booking notes into your CRM and alerts ops for timely handoff.

Overview

Booking submissions buried in email cost marketing agencies production slots and client trust. This workflow keeps CRM deals up-to-date with formatted dates and booking notes and notifies ops, turning buried forms into schedulable bookings and reducing handoff errors.

Notable Features

Upsert formatted booking notes
Format and standardize booking dates
Alert operations inbox on submission