Keep business owners' lead ownership updated after meetings

Business owners lose deals when strategy meetings arrive unassigned, causing missed follow-ups. This workflow sets the lead owner when a prospect books, so reps start follow-up with full ownership.

Overview

Business owners lose momentum when booked strategy meetings have no assigned owner. This workflow ensures every booked meeting assigns the correct lead owner so reps have context and accountability. The result is cleaner pipeline ownership, faster handoffs, and far fewer missed follow-ups.

Notable Features

Update lead owner automatically
Match meeting attendees to owners
Notify reps with meeting context