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Create or update demo deal from new booking

Create or update demo deal from new booking

Your demo bookings lack CRM context, leaving reps unprepared and pipeline entries incomplete. It creates or updates a deal and schedules a demo activity so reps are prepared ahead of the meeting.

Create or update demo deal from new booking

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Overview

Demo bookings should feed your sales pipeline, not sit as orphaned calendar events. This flow turns every booking into a staged deal and a scheduled activity so AEs see context and are ready for meetings before they start.

Create or update demo deal from new booking