Update lead status to deposit paid in CRM
Update lead status to deposit paid in CRM
Your deposit form submissions don't update lead records, creating scheduling gaps and extra manual work. Keep lead statuses current so booking staff can confirm reservations the same day.
Workflow preview:
Zap details:
Overview
When deposits arrive, reps need reliable records to schedule and prepare bookings. This flow converts each deposit submission into an updated or newly created lead with paid status so reps and booking coordinators can confirm reservations the same day.