Update booked demo details on the lead record

Demo bookings lacking structured context leave your reps without call details or an assigned owner. Capture those bookings into lead records so reps are prepared and follow up day-of before session.

Update booked demo details on the lead record

Overview

Raw booking payloads often land outside CRM records, leaving reps scrambling for context and ownership. This flow writes booking details to the lead and logs a booked‑session activity so reps are prepared and can follow up the same day. That eliminates prep gaps and ensures owner alignment before each session.

Update booked demo details on the lead record