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Create client record and folder from calendar event

Create client record and folder from calendar event

Your consultation events miss linked client records and folders, leaving estimators without pre-meeting files. Provision client rows, folders, and prep emails so meetings are ready same day.

Create client record and folder from calendar event

Overview

Calendar updates without linked client context create extra work for estimators and slow down proposals. This flow provisions client records, folders, and prep emails so estimators and coordinators receive full meeting context and files the same day.

Create client record and folder from calendar event