Add scheduled meeting to CRM lead record promptly

Your booked meetings arrive without CRM context, and reps lack intake answers before calls. The workflow adds booking context and intake responses to leads so reps have prep-ready profiles same day.

Overview

Booked meetings should arrive in CRM with intake context so reps can prepare and convert. This flow creates or updates leads with booking details and maps intake answers, giving reps prep-ready profiles within minutes and enabling same-day outreach.