Add booked strategy session contacts to CRM and list

When strategy session bookings arrive untracked, you miss follow-ups and context for calls. This creates consistent CRM records and adds contacts to your mailing list before the call.

Overview

If strategy session bookings aren't recorded cleanly, follow-ups stall and conversion opportunities slip away. This flow captures each booking as a CRM contact, enrolls the attendee in the right mailing list, and alerts your team so follow-ups happen within minutes and reps arrive prepared before the call.