Appointment Scheduling Workflow
Prepares the account, team and tracking the moment a booking is made.
- 1
Assign a teammate
Routes it to the right rep
- 2
Apply tags
Booked call, service type, lead source
- 3
Update the pipeline stage
Moves to 'Appointment Booked'
- 4
Update the lead score
Adds points for a confirmed booking
- 5
Remove from nurture workflows
Prevents overlapping follow-ups
- 6
Add an internal note
Context for the rep before the call
- 7
Notify the assigned teammate
Email, SMS or mobile-app alert
- 8
Fire the conversion event
Sends to Facebook CAPI or Google Ads
- 9
Send a webhook
Syncs to Sheets, Zapier or your CRM