Create opportunities from booked strategy sessions for reps

Your strategy session bookings aren't logged in CRM, leaving owners without attendee context. This creates opportunities and assigns owners so reps have full context ahead of the call.

Overview

When strategy sessions book, your reps need context immediately to convert interest into meetings and demo-ready conversations. This flow captures booking details, creates a staged sales opportunity, and assigns an owner within minutes so reps can reach out and prepare before the scheduled call.