Update client records when a consultation is scheduled
Update client records when a consultation is scheduled
Your booked consultations don't update client records, leaving account managers without contact or timing context. Records receive appointment details so teams are prepared before the consultation.
Overview
When consultations are booked, your account teams need current contact and timing context to prepare and convert. This workflow updates client records with attendee and appointment details automatically, giving reps the context they need within minutes before each call.