Alert a rep when a qualified Lead doesn't book
released
Taylor Jennings
When a Lead meets routing criteria and is presented a booking experience but doesn't complete it, no one is notified. The lead silently drops with no follow-up trigger.
Requested behavior: Allow admins to configure an alert, via email or Slack, that fires when a qualified lead fills out a form but doesn't book a meeting. The alert should include the lead's details so a rep can follow up manually.
Why it matters: High-intent leads who don't book are often the most worth pursuing. Without an alert, they fall through the cracks with no visibility and no prompt for outreach.
M
Mauricio Villamayor mauricio
updated the status to
released
This is possible today through our Orchestrator Flows, using our Meeting not Scheduled trigger. If you don't see Orchestrator Flows in your instance, let your CSM know and we will enable it for you.
M
Mauricio Villamayor mauricio
updated the status to
in progress (now)