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Create screening opportunity and task from scheduled event

Create screening opportunity and task from scheduled event

Your calendar bookings arrive without intake context, delaying screening calls and slowing case intake. The workflow creates a CRM opportunity and assigns a screening task so calls occur within 10 minutes.

Create screening opportunity and task from scheduled event

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Overview

Stop letting scheduled bookings slip through intake—this flow converts each calendar booking into a tracked lead and an owner-assigned screening task. Intake coordinators receive context and tasks within minutes so first contact happens inside your SLA.

Create screening opportunity and task from scheduled event