Business capability
Keep bookings close to the lead.
udaybooking lists booking against a lead and importing invitees as CRM capabilities. Use that as the starting point for a conversation about how appointment context should relate to your records.
What is switched on depends on your plan and industry pack. Ask us to confirm before you build a process on it.
CRM connectionBooking workflow- 1Lead context
- 2Related appointment
- 3Invitee details
Illustrative flow, not a screenshot of a connected account.
What CRM connection brings to your booking workflow
Discuss lead-linked scheduling
Work out where an appointment needs to sit within the lead's working context.
Review invitee import needs
Identify the information your team wants to bring into the booking workflow, and the supported import path for it.
Define a clear integration boundary
Agree what record linking means before assuming contacts, deals and activities synchronise both ways.
How it works
Three steps to a connection you can trust. Follow the screens in your own account for the exact wording.
- 1
Describe the CRM workflow
Explain the lead record, the invitees and the appointment action your team needs.
- 2
Confirm the supported implementation
Ask which CRM, account setup and field mapping are actually supported.
- 3
Validate one end-to-end example
Check the resulting record association and invitee handling with a small, representative sample.
Where this connection helps
Sales discovery
Decide how a booked conversation should relate to a prospect record.
Service enquiries
Work out the context needed when a customer enquiry becomes an appointment.
CRM connection questions
Which named CRM platforms are supported?
That depends on your account. Named connectors are not assumed here — confirm your CRM with us before building a process on it.
Does this synchronise all CRM data?
No. Record linking and invitee import are not the same as a two-way data sync.
Can we start with something simpler?
Yes. Outbound webhooks cover many CRM handoffs without waiting for a named connector.
Start scheduling with CRM connection.
Set up your booking page, connect what you already use, and let people pick a time that works.