Business owners: Log admissions interviews on prospect CRM records

Admissions coordinators lose interview activity when calendar events aren't logged to prospect records, causing missed follow-ups. Create CRM events so sales and admissions follow up.

Overview

Missed interview activity breaks the handoff between admissions and sales, causing follow-ups to fall through the cracks. This workflow writes calendar interviews as CRM activities on the prospect record, preventing missed follow-ups and giving leaders immediate visibility into interview engagement.

Notable Features

Create CRM event records automatically
Link events to prospect records
Notify sales and admissions instantly