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Set prospect status when a meeting is scheduled

Set prospect status when a meeting is scheduled

Your lead records arrive without meeting status, leaving reps to prep blind before calls. The workflow updates lead status so reps have meeting context in minutes.

Set prospect status when a meeting is scheduled

Overview

When bookings don't update lead records, reps prep without context and outreach quality drops. This flow keeps lead status current within minutes of booking, so reps arrive prepared and follow up ahead of scheduled calls.

Set prospect status when a meeting is scheduled