Update lead record when a booking is created
Update lead record when a booking is created
Consultation bookings aren't synced to lead records, leaving reps without context and skewing KPI reports. Leads get booking status and local date for immediate follow-up.
Overview
When bookings land without synced lead status, follow-ups stall and KPIs lose trust. This flow writes a booked flag and local appointment date into your KPI sheet so reps can act within minutes and dashboards remain accurate.