Create booked consultation contact and deal in CRM

Your scheduled consultations arrive without CRM records or owner tasks, leaving reps unprepared. Add contact, create a deal and a reminder task so reps have meeting context ahead of the appointment.

Overview

Booked consultations must appear in CRM with an owner and an actionable next step so reps show up prepared. This flow captures the invitee as a contact, creates or updates a deal, and schedules a reminder task so reps have meeting context minutes ahead of the appointment.