Create CRM user from new booking with attendee details
Create CRM user from new booking with attendee details
Your booking submissions miss attendee details, leaving coordinators unable to confirm eligibility. Add completed attendee profiles to your CRM so staff prepare ahead of sessions.
Overview
Bookings without attendee context slow down prep and outreach. This flow captures booking answers, formats the session datetime, and upserts a complete user profile so program coordinators have full context and can follow up same day.