Create assessment contact records from new booking invite
Create assessment contact records from new booking invite
Your assessment bookings arrive without synced contact or assessor info, leaving coordinators without intake context. Add or update contact records so coordinators have intake context same day.
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Overview
When assessment bookings fail to populate your CRM, coordinators lack intake context and outreach gets delayed. This flow captures or updates invitee records and adds appointment and assessor details so your coordinators are intake-ready the same day.