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Create CRM contact from each new client appointment

Create CRM contact from each new client appointment

Your booked client appointments often aren’t recorded in your CRM, delaying account setup and campaign kickoff. Keep contact records current so onboarding and campaign setup start same day.

Create CRM contact from each new client appointment

Overview

Booked appointments that don't hit CRM records cost your account teams time and delay campaign launches. This flow captures every booking as a contact record and records the last booking time so account managers can start onboarding and campaign setup the same day.

Create CRM contact from each new client appointment