Add calendar IDs to onboarding records from meeting

Your initial onboarding meetings may lack a matched customer record, delaying prep. Coordinators get meeting context and correct calendar IDs before kickoff.

Overview

When an initial onboarding meeting doesn't map to a customer, coordinators waste time finding details and miss prep. This flow ties meetings to the correct onboarding record and logs the event automatically, so your coordinators have verified calendar IDs and meeting context ahead of kickoff.