Sales ops: add consultation call activity to lead records

Sales ops miss logging meetings, causing reps to miss follow-ups and deals to stall. Adds a 'Consultation Call Booked' activity to the lead so reps see appointment logs and follow up faster.

Overview

Unlogged meetings create blind spots in your pipeline and let follow-ups slip. This workflow ensures every booked consultation becomes an activity on the lead, giving reps clear appointment histories and reducing missed follow-ups. The result is cleaner pipeline data and faster, more confident outreach.

Notable Features

Create consultation activity on leads
Match event attendee to lead
Alert reps about booked appointments