Add meeting attendee to CRM after intro meeting

Your intro meetings often lack CRM contacts when external attendees are present, causing follow-ups to stall. Capture attendee contact and meeting date to create CRM records for follow-up same day.

Overview

Intro meetings often leave external attendees uncaptured in your CRM, delaying outreach and deal progress. This flow captures external attendee emails and logs meeting dates in the CRM so reps have contact records ready for same-day follow-up and pipeline actions.