Create CRM appointment activities for booked client meetings
Create CRM appointment activities for booked client meetings
Your scheduled meetings from the booking page aren't logged in your CRM, causing prep gaps and missed follow-ups. It creates appointment activities so advisors and admins have meeting context same day.
Overview
When bookings don’t appear in your CRM, advisors lack meeting context and follow-ups slip. This flow captures each qualifying booking as a CRM appointment activity so advisors and operations staff have prep-ready context within minutes and can follow up the same day.