Update lead record when a consultation is booked
Update lead record when a consultation is booked
Your consultation bookings arrive in CRM without owner or schedule context, leaving coaches unprepared. The workflow ensures leads show owner and booking details for timely follow-up same day.
Overview
When consultation bookings land in CRM without owner or schedule context, coaches waste prep time and follow-up slips. This flow updates lead ownership and booking details instantly, so enrollment managers can act and follow up the same day.