Add scheduled training session dates to CRM contacts
Add scheduled training session dates to CRM contacts
When training or office-hours bookings aren't logged in CRM, coordinators lack attendee context and prep time. Capture meeting dates and contacts into CRM so teams can prepare and follow up same day.
Overview
Bookings for onboarding and office-hours sessions often never reach CRM, leaving coordinators unprepared and follow-ups delayed. This flow writes meeting dates and attendee contact details into the contact record so coordinators can prepare and follow up the same day.