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Create CRM diary events from new calendar meetings

Create CRM diary events from new calendar meetings

Your client calendar meetings often go unlogged, causing follow-ups and compliance notes to be missed. Log those meetings into your CRM diary so advisers have meeting context and follow up same day.

Create CRM diary events from new calendar meetings

Overview

Unlogged meetings are where follow-ups and compliance notes get lost. This flow captures calendar meetings into your CRM diary so advisers and admin staff always have meeting context and can act on next steps the same day. It saves time and closes gaps in client records before the next review.

Create CRM diary events from new calendar meetings