Create CRM activities from scheduled appointments for consults
Create CRM activities from scheduled appointments for consults
Your scheduled consultations aren't saved to CRM, leaving reps without meeting context for prep and follow-up. It creates or updates CRM activities so reps have accurate meeting records same day.
Overview
When booked consultations don't appear in CRM, reps lose prep context and follow-ups slip. This flow captures booking events and creates or updates CRM activities so reps receive meeting records within minutes and can follow up same day.