Engineering: assign booked calls to prospect owners fast

Engineers miss interviews when invites don't create records, leaving prospects untracked. Create scheduled call records linked to the prospect and owner so sales reps see upcoming interviews and follow up.

Overview

Missed or untracked interviews stall pipeline and let competitors respond first. This workflow creates and assigns scheduled call records tied to the prospect and owner so sales reps always see upcoming interviews and coordinate follow-ups. The result is cleaner prospect records, faster handoffs, and fewer missed follow-ups.

Notable Features

Create scheduled call records
Link calls to prospect profile
Notify assigned sales reps