Update mail-merge lead records from booking form submissions

Your booking submissions often miss lead context, leaving mail-merge rows incomplete and outreach delayed. Keep lead records updated with booking details and UTM so advisors can start outreach same day.

Overview

When routing booking forms arrive without tracking or context, outreach is delayed and personalization suffers. This flow enriches and updates lead rows with booking details and UTM tracking so advisors and campaign managers have accurate contact context within minutes, enabling same-day, well-informed outreach.