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Create sales deal and link contact from demo booking

Create sales deal and link contact from demo booking

Your demo bookings arrive without CRM context, leaving reps unclear on ownership and prep. Get deals created and contacts linked so reps can start outreach same day.

Create sales deal and link contact from demo booking

Overview

When prospects book demos, records should be ready for action — not buried in email. This flow creates deals and links contacts automatically so reps get context-rich CRM records and can begin outreach the same day.

Create sales deal and link contact from demo booking