If you are booking a meeting with Instant Booker and the Lead doesn't already exist in your CRM instance (Salesforce or HubSpot), we will ask you if you want to create the record.
1. Open Instant Booker;
2. If the Lead/Contact doesn't exist in your CRM, a small icon with red "X" will be displayed right on the left of the prospect's email address (the black banner appears when you mouse over the icon):
3. Clicking on the CRM icon, a form will be displayed to create the Lead/Contact in your CRM:
4. As soon as you fulfill the information, you can just click on "Continue to Calendar", the prospect will be added to your CRM.