Marketing ops capture inspection leads and appointment info

Marketing ops miss follow-ups when inspection bookings don't reach the CRM, causing nurture gaps. This flow records contact and appointment details in your CRM so marketing can trigger reminders and follow up promptly.

Overview

When inspection bookings don't reach your CRM, marketing ops lose touch with prospects and scheduling becomes manual and unreliable. This workflow captures every inspection contact and appointment and routes them into the CRM so marketing can trigger reminders and nurture sequences, resulting in dramatically faster responses and zero missed follow-ups.

Notable Features

Create CRM contact and appointment
Format phone, date, and time fields
Notify marketing ops of new bookings