IT: Route appointment contacts to external lead system
IT: Route appointment contacts to external lead system
IT admins miss contact updates marked 'Appointment Scheduled' or 'Estimated', causing missed bookings. This forwards contact details to your lead system so sales and schedulers start follow-up promptly.
Overview
Missed appointment contacts create scheduling gaps and lost opportunities for sales and dispatch. This workflow makes sure every contact marked 'Appointment Scheduled' or 'Estimated' is sent to your external lead system, eliminating handoff gaps and enabling faster follow-up. The result is dramatically reduced missed bookings and far fewer manual data handoffs.
Notable Features
- Forward contacts on status change
- Filter for scheduled or estimated
- Attach phone, email, and address