If you are booking a meeting with Instant Booker and the Lead doesn't already exist in your Salesforce instant, we will ask you if you want to create the record.
1. Open Instant Booker
2. If the Lead doesn't exist in Salesforce, a black banner will appear asking if you want to create the record
3. Click on the banner, then click on Yes to create the record
4. Follow the steps to create a Lead or Contact
5. That's it! The prospect is now added in Salesforce.