Add booking intake notes to CRM lead records

Your booked calls miss intake context, leaving reps without qualifying details for discovery conversations. Capture booking answers as CRM notes so reps have intake before the call.

Overview

Booked discovery calls often arrive without intake context, forcing reps to chase missing details and delaying outreach. This flow writes booking answers and scheduled time to the lead record so reps have full intake before each call, improving prep within minutes.