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Create meeting record and start prep workflows for new bookings

Create meeting record and start prep workflows for new bookings

Your booking submissions arrive without CRM context, leaving team members unprepared for client meetings. Capture booking data and kick off meeting‑prep workflows so reps are ready same day.

Create meeting record and start prep workflows for new bookings

Overview

When a new client books time, you need the meeting captured and prep started immediately so advisors arrive informed. This workflow captures booking context, notifies the client, creates the CRM event, and triggers your meeting‑prep checklist within minutes so meetings proceed smoothly.

Create meeting record and start prep workflows for new bookings