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Create CRM event for client signings and notify owner

Create CRM event for client signings and notify owner

Your client signing bookings often arrive without CRM links, leaving advisors missing attendee context. Records are created automatically so advisors and compliance get full context same day.

Create CRM event for client signings and notify owner

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Overview

Unlogged signing meetings force advisors into manual entry and slow compliance reviews. This flow writes each booking to CRM and alerts the owner so advisors have attendee context and records same day.

Create CRM event for client signings and notify owner