Support ops keep strategy sessions logged on leads

Support ops lose booking context when calendar calls aren't added to CRM, causing missed follow-ups. Add a 'Strategy Session Booked' activity to the lead so reps have booking context.

Overview

Missed booking activities break handoffs and frustrate customers, leaving support ops and sales without booking context. This workflow logs each strategy call as a 'Strategy Session Booked' activity on the lead so reps and support see booking details and can follow up, helping eliminate missed follow-ups and speed handoffs.

Notable Features

Create activity on lead record
Map calendar details to activity
Notify reps and support immediately