Add interview date and booking ID to CRM deal record
Add interview date and booking ID to CRM deal record
Booked interviews aren't recorded on deals, leaving reps without date, phone, or booking ID. That adds interview context to deals so reps can prepare and reach out same day.
Workflow preview:
Zap details:
Overview
When interviews are booked, the deal record must reflect the time and contact immediately so reps can act with context. This flow writes interview datetime, booking reference, and phone into the deal so reps can prepare and follow up the same day.