Send new client specialist meeting alert to intake team

Your self-scheduled meetings post without intake context, causing duplicate records and missed assignments. Get a formatted alert to intake so CRM fields and assignees are updated same day.

Overview

Self-scheduled meetings often arrive without intake context, creating duplicate records and slowing case intake; this flow centralizes meeting details into your intake channel. Intake coordinators get formatted meeting times and assignment prompts within minutes so CRM updates and outreach happen same day.