Skip to content
Templates
Route and email new leads to bookings team

Route and email new leads to bookings team

Your lead form submissions lack context, so coordinators can't prioritize bookings or prepare clients. Leads are emailed to your bookings coordinators so they can respond and assign tasks same day.

Route and email new leads to bookings team

Workflow preview:

Zap details:

Overview

When lead forms arrive without routing, coordinators scramble and follow-up stalls. This flow delivers each lead to your bookings coordinators and alternates recipients when needed so prospects receive same-day responses.

Route and email new leads to bookings team