Update lead status from new booking in CRM

Your onboarding bookings often arrive without intake answers or updated lead status, leaving reps unprepared. Capture booking answers and set lead status so reps arrive prepared same day.

Overview

If onboarding bookings don't flow into your CRM, reps walk into meetings without context and conversions suffer. This flow writes booking context and questionnaire responses directly into the lead record, so reps are prepared and handoffs complete the same day.