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.

Add scheduled training session dates to CRM contacts

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.

Add scheduled training session dates to CRM contacts