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Create or update demo leads from booked calls

Create or update demo leads from booked calls

Your demo bookings miss CRM, leaving reps without attendee context and campaign attribution. Leads are created or updated so reps and campaign managers have booking context before calls.

Create or update demo leads from booked calls

Overview

When demo bookings bypass your CRM, reps show up without contact context and campaign attribution gets lost. This flow captures or updates leads with booking details so reps and campaign managers have full context within minutes ahead of outreach.

Create or update demo leads from booked calls