Create sales deal from new booking with owner

Booking submissions without owner or contact context create unqualified leads and unprepared meetings. Capture contact, create a deal, and assign an owner so reps can follow up before the booking.

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Overview

Bookings that don't create owned records waste opportunities and leave meetings unprepared. This flow creates or updates the contact, opens a deal, attaches intake notes, and assigns an owner so reps are ready and can follow up within minutes ahead of the meeting.