Update contact record with scheduled discovery call time
Update contact record with scheduled discovery call time
Bookings arrive without CRM timestamps, leaving coordinators without pre-call context. Coordinators get scheduled call times in CRM so they can prepare client packets the same day.
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Overview
When discovery calls land without structured appointment timestamps, coordinators scramble and intake slips. This flow writes scheduled call times into the contact record within minutes so your client services team can prepare client packets and start onboarding the same day.