Update contact and deal records with consultation date

Your consultation bookings arrive in CRM without meeting context, leaving reps unprepared for outreach. Add the scheduled date, weekday and time to contact and deal records so reps are ready same day.

Overview

Prospects who book consultations often show up in CRM without meeting context, which leaves reps sending generic outreach. This flow writes scheduled date and formatted day/time into contact and deal records so sales and account teams can personalize outreach and be prepared same day.