Keep CRM attendee records current for support ops

Customer support ops lose meeting context when bookings don't create CRM contacts, causing missed pre-call prep and follow-ups. Agents start calls with attendee context and follow up reliably.

Overview

Missed attendee records lead to poor pre-call prep and dropped follow-ups, putting customer satisfaction at risk. This workflow turns every meeting booking into a CRM contact and surfaces attendee history so support agents start calls with full context and follow-ups don't slip.

Notable Features

Add or update CRM contacts
Notify agents of new attendees
Link meeting details to records