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Update client records when review meetings are canceled

Update client records when review meetings are canceled

Your review meeting cancellations aren’t reflected in client records, causing missed follow-ups and stale schedules. It updates client status and notes so you can reschedule or close tasks the same day.

Update client records when review meetings are canceled

Overview

When a client cancels a review, your tracker and CRM must reflect that immediately to avoid wasted outreach. This flow updates both systems within minutes so planners can reschedule or close tasks the same day.

Update client records when review meetings are canceled