Send booking confirmation SMS and create CRM lead record

Your consultation bookings lack SMS confirmations and CRM context, causing intake delays for credit clients. This sends immediate confirmation texts and ensures CRM records exist before the appointment.

Overview

Unconfirmed bookings and missing contact records leave your intake staff scrambling and reduce preparation for credit consultations. This flow immediately texts clients and ensures the CRM has a contact record, so your team is ready and follow-up happens within minutes.