Add routing form note to CRM person and deal

You lose preparation time when scheduling form responses aren't added to the contact or deal record, leaving reps without context. Get contextual Q&A on the person and deal for same-day outreach.

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Overview

Scheduling forms that don't land on the right CRM record leave reps guessing and delay outreach. This flow turns every routing form into a formatted note on the matched person and deal so account executives get context for same-day follow-up and faster handoffs.