Add booked invitees to CRM and create meeting record

Your booked meetings hit CRM without structured contact or meeting context, leaving growth reps underprepared. Add invitees as leads and attach meeting details so reps have context within hours.

Overview

Booked meetings should immediately become actionable leads with meeting context, otherwise reps spend hours gathering basics and prospects grow cold. This flow creates or updates the contact, logs the meeting on the record, and registers a conversion so growth and marketing ops can follow up within hours.