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Create initial meeting activity and advance deal stage

Create initial meeting activity and advance deal stage

Your booking payloads arrive without CRM context, leaving reps unprepared for scheduled site visits. You get meeting activities and deal stage updates so reps prepare and follow up same day.

Create initial meeting activity and advance deal stage

Overview

Bookings often land in your scheduler without CRM links, leaving reps with no deal context and little prep time. This flow captures the booking into the deal record, advances the stage, and creates a scheduled activity so owners can prepare and follow up same day.

Create initial meeting activity and advance deal stage