IT founders: mark leads pending when consults booked

Founders see consults not flagged in lead tracker, letting prospects go cold and deals stall. This workflow sets lead status to pending on booking, so sales reps prioritize confirmed appointments.

Overview

Founders risk losing qualified prospects when consultation bookings don't surface in the lead tracker. This workflow flips every booked consult into a 'pending' lead record so sales reps focus on appointment-confirmed prospects. The result: faster follow-ups and fewer missed opportunities.

Notable Features

Set lead status to pending
Detect 45-minute consultation bookings
Notify sales reps of updates