Mark contacts as booked from booking form submissions
Mark contacts as booked from booking form submissions
Your booking form submissions leave contact records without a booked-call status, preventing campaign managers from segmenting confirmed prospects for outreach. Keep records current so you trigger follow-up the same day.
Overview
When booking submissions don't flip a booked status in your CRM, confirmed prospects slip through segmentation and follow-up delays grow. This flow reliably marks contacts as 'call booked' and keeps segmentation accurate, enabling same-day outreach and clearer reporting.