Lead & Booking Workflow

From a new enquiry to a clear next step.

Automation project

01 / 01

Lead and booking workflow: intake, conditional processing, record updates and team notifications.

The project

Connecting the handoffs between a lead, a booking and the team.

This workflow connects Calendly and Typeform intake with monday.com records and Slack notifications. Conditional paths determine how each request is handled, while create-or-update logic and duplicate checks keep records consistent. JavaScript and Python steps support the data processing between systems.

The context

Forms, bookings and customer records often live in separate tools. Connecting those steps gives the team a clearer view of incoming requests without relying on repeated manual handoffs.

Workflow scope

Form and booking intake with conditional routing.
Create-or-update handling and duplicate prevention for CRM records.
Custom data processing, monday.com synchronization and team notifications.

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