Confirm bookings and update CRM for client calls
Confirm bookings and update CRM for client calls
Booking events lack linked client records and confirmations, leaving coordinators without call context. Send confirmations and update CRM so coordinators have appointment context same day.
Overview
Unlinked bookings create friction for coordinators and reduce preparedness for client calls. This flow matches calendar bookings to contacts, updates deals and tasks, and sends confirmations so coordinators have appointment-ready context the same day.