Set closer owner and save meeting link on contacts
Set closer owner and save meeting link on contacts
Admissions calls often attach to contacts without a closer or meeting link, leaving reps without call context. This writes the call owner and meeting link on the contact so reps can follow up same day.
Workflow preview:
Zap details:
Overview
When admissions meetings arrive without an assigned closer or meeting link, reps lack the context needed to convert enquiries. This flow writes the meeting owner and link to the contact so admissions coordinators can act with full context and follow up same day.