Update contact appointment fields from disposition form submissions

Your disposition form submissions omit appointment dates and outcomes, leaving reps without follow-up context. Populate contact appointment fields so reps can follow up same day.

Update contact appointment fields from disposition form submissions

Overview

Disposition forms often leave appointment dates and next steps out of the CRM, slowing reps and creating stale pipeline context. This flow writes those answers into contact appointment fields so reps see outcomes and dates in CRM the same day and can act faster.

Update contact appointment fields from disposition form submissions