Add meeting UUIDs to lead records and sheets
Add meeting UUIDs to lead records and sheets
Your meeting bookings lack linked CRM or sheet context, leaving coordinators without session IDs for prep. Add identifiers to leads and sheets so coordinators see session context same day.
Overview
Meetings created without linked identifiers leave coordinators scrambling and slow follow-up. This flow writes meeting UUIDs and IDs into your lead records and strategy sheets so program coordinators and trainers get full session context within minutes.