Route ad leads into booking requests with rotating agents

Sales reps lose ad leads when new customers aren't added to bookings, causing missed bookings. Create booking requests from each ad lead and rotate assignment to the next agent so reps get follow-up-ready leads.

Overview

Missed ad leads hand bookings to competitors and leave sales reps chasing cold contacts. This workflow turns every new ad customer into a booking request and hands it to the next agent in the queue, ensuring follow-up-ready leads reach reps consistently. Teams report faster response times and fewer missed assignments.

Notable Features

Create booking requests from ad leads
Rotate agent assignments on every lead
Notify sales and booking teams