Mark leads when a video call is near
Mark leads when a video call is near
Your video call events aren't updating lead records, leaving account managers without meeting context. Keep lead statuses current so reps can prepare and reach out before the meeting.
Workflow preview:
Zap details:
Overview
When an upcoming video call is detected, this flow marks the related lead so reps immediately see engagement context. It removes manual status updates and gives account managers prep time within minutes before the meeting.