Update lead and opportunity to discovery stage on booking
Update lead and opportunity to discovery stage on booking
Your demo bookings arrive without CRM context, leaving reps unprepared and pipeline stages inconsistent. Keep leads and deals updated to Discovery for clear prep and same-day follow-up.
Workflow preview:
Zap details:
Overview
When discovery calls are booked, reps need context immediately to prepare and convert. This flow moves leads and deals into the Discovery stage so reps always see accurate next steps and can follow up within minutes. It reduces prep time and prevents missed outreach after bookings.