Create demo booking row and alert sales channel
Create demo booking row and alert sales channel
You lose visibility when CRM demo bookings aren't logged or shared with reps, causing delayed follow-up. This creates a tracked demo log and notifies account teams so demos are actioned same day.
Overview
Demos scheduled in the CRM often aren't visible to ops or reps, which creates prep gaps and missed follow-ups. This flow writes each scheduled demo into a tracking sheet and posts an alert so account teams get context and act same day.