Add scheduled prospect meetings to CRM and alert channel

Your scheduled data discussions arrive without lead context, delaying prep and triage. Capture lead details and alert your sales and support coordinators so reps prepare before the meeting.

Overview

When prospects book data discussions, reps often show up without context—this creates a lead record and posts a booking summary so owners see the lead and meeting time immediately. That alignment reduces prep gaps and gets reps positioned ahead of the call.