Add partner walkthrough invitees to CRM and send reminders

Your partner walkthrough bookings lack enriched contacts and appointment context. It enriches records and sends reminders so confirmations occur before the call.

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Overview

When partner walkthroughs arrive without enriched contact records, hosts lose prep time and confirmations become manual. This flow captures each invitee, enriches their record, and delivers SMS and email reminders so confirmations land ahead of the call.