Tag booked onboarding contacts and notify support ops

Your onboarding bookings often arrive without CRM status, leaving specialists without attendee context. This tags contacts and notifies support ops so reps have context before the call.

Overview

Booked onboarding calls often arrive without CRM context, slowing rep preparation and increasing friction on first calls. This workflow tags the contact and alerts support ops so onboarding specialists have attendee details and can prepare ahead of the scheduled call.