Create CRM person and deal from scheduled booking
Create CRM person and deal from scheduled booking
Your scheduled bookings aren't logged in CRM, leaving delivery teams without sales context. Add contact and deal records so project managers get a sales-ready handoff same day.
Overview
When booked meetings don't appear in CRM, projects stall and delivery can't plan effective resourcing. This flow converts bookings into contact and deal records so project managers and sales get a same-day handoff and can assign owners immediately.