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Create scheduled session meeting from prospect record update

Create scheduled session meeting from prospect record update

Your prospect session entries marked to book often lack a meeting, leaving coordinators without confirmed times. Create and share meetings so coordinators can prepare ahead of the session.

Create scheduled session meeting from prospect record update

Overview

When prospect pages are flagged to book, coordinators often lack confirmed times and agendas, delaying outreach. This flow creates and records hosted meetings automatically, giving program coordinators confirmed times and join links so prep and outreach happen same day.

Create scheduled session meeting from prospect record update