Keep IT and sales aligned on meeting records

IT admins see ISA meetings create unlinked CRM contacts and deals, forcing sales reps to search before calls. Update the CRM on meeting creation so sales reps see linked contacts and deals.

Overview

Manual reconciliation leaves meetings unlinked and sales reps scrambling before calls. This workflow keeps CRM person, deal, and activity links up to date at scheduling, eliminating unlinked meetings and reducing manual lookups so reps start calls prepared.

Notable Features

Update CRM on event creation
Link meetings to people and deals
Flag missing records for review