Owner: update CRM when property interview is booked

Owners miss booked interviews when CRM records stay outdated, causing missed follow-ups. Create or update leads with appointment details so sales reps, owners respond quickly and keep pipeline accurate.

Overview

Booked interviews often slip from view when CRM records aren't updated, costing pipeline momentum and follow-ups. This workflow ensures every booked property interview creates or updates a lead with appointment details, so sales reps respond faster, owners keep clear pipeline visibility, and manual data entry is minimized.

Notable Features

Update or create CRM leads
Attach appointment details to records
Notify sales reps and owner