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Create CRM meeting when client books with scheduler

Create CRM meeting when client books with scheduler

Client bookings from your scheduler lack CRM context, leaving you unprepared and missing intake details. The workflow logs a linked CRM event so advisors have full context ahead of the meeting.

Create CRM meeting when client books with scheduler

Overview

When clients book, meetings should arrive in your CRM with the intake and appointment context your advisors need. This captures booking details and links them to the client record so advisors are prepared and follow up same day.

Create CRM meeting when client books with scheduler