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Create CRM calendar events from booked client meetings

Create CRM calendar events from booked client meetings

Your Calendly bookings sometimes don't reach CRM, leaving advisors without attendee context for prep. It adds appointment context to CRM so advisors can prepare and follow up same day.

Create CRM calendar events from booked client meetings

Overview

When bookings don't make it into CRM, advisors lose prep time and follow-ups stall. This flow captures each booking as a CRM event and note, giving advisors full meeting context so they can act and follow up the same day.

Create CRM calendar events from booked client meetings