Keep marketing ops notified of new service appointments

Marketing ops lose attribution when scheduled appointments aren't tracked, creating outreach gaps. Create a lead from each appointment so outreach is routed and campaign attribution stays accurate.

Overview

Marketing ops often lose attribution and miss outreach when service appointments never make it into the marketing funnel. This workflow turns every scheduled appointment into a marketing lead so outreach is routed, campaign attribution remains intact, and missed follow-ups are dramatically reduced.

Notable Features

Create lead from appointment details
Attach appointment time and notes
Route leads to marketing lists