Create prospect contact and intro event from booking

Intro call bookings arrive without prospect records, leaving your business development reps with no contact context. Get contacts and linked meeting entries in your CRM so reps can start outreach same day.

Overview

When intro calls land without CRM context, reps spend time hunting for contact details instead of engaging prospects. This flow captures or updates prospect records and attaches the scheduled meeting so your reps have everything they need to start outreach the same day.