Marketing ops: route web leads to appointments inbox

Marketing ops see web leads buried in shared inboxes, causing missed bookings and scheduling delays. Send a formatted lead summary email so appointments staff can prioritize follow-up and book more.

Overview

Untriaged web leads cost bookings and frustrate appointments staff. This workflow delivers clear, prioritized lead summaries to the appointments inbox so intake is consistent, response times drop, and fewer follow-ups slip through the cracks.

Notable Features

Send formatted lead summary emails
Flag priority leads for follow-up
Create appointment-ready lead snippets