Add booked discovery and strategy calls to client timeline

Your booked discovery and strategy calls aren't recorded in customer timelines, leaving coordinators without meeting context. Gain scheduling context in the customer timeline so teams can prepare.

Workflow preview:

Zap details:

Overview

Booked calls that don't appear in customer timelines leave coordinators scrambling at kickoff and delay task assignment. This flow writes scheduled call events to the customer timeline so project managers get context within minutes and can assign resources before the meeting.