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Keep coaches' leads updated with EC booking status

Coaches overseeing program leads miss EC Booked activity updates, causing follow-ups to lag and opportunities to stall. It copies EC Booked details into leads so owners act sooner.

Keep coaches' leads updated with EC booking status

Overview

Coaches risk losing momentum when EC Booked updates don't reach lead owners, jeopardizing program enrollment and client relationships. This flow writes booking details into each lead record and notifies owners so they can act faster; response times drop dramatically and follow-ups happen reliably.

Notable Features

  • Copy EC booking details into leads
  • Notify lead owners on updates
  • Map activity fields to CRM

Keep coaches' leads updated with EC booking status