Marketing ops: update CRM with meeting time and SMS

Marketing ops lose appointment data from booked demos, causing sales reps to follow up without context and stall deals. Keep CRM leads updated with meeting time and SMS so reps have appointment context.

Overview

Marketing ops lose pipeline momentum when appointment times aren't recorded in CRM. This workflow inserts meeting time and an SMS note into the lead record so sales reps always have appointment context and can personalize follow-ups, preventing stalled deals. Customers report faster handoffs and far fewer missed appointment notes.

Notable Features

Update CRM lead with meeting time
Append SMS note to lead
Notify assigned rep of appointment