Create calendar viewing events and send attendee confirmations

Your CRM viewing records don't create calendar events, causing missed confirmations and onsite confusion. It creates calendar slots and sends attendee confirmations so coordinators are ready same day.

Overview

When viewing records only live in CRM, coordinators scramble and visitors miss confirmations. This flow converts new viewing records into internal calendar blocks and attendee invites automatically, so operations staff have confirmations and on-site prep ready same day.