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Update CRM contact with scheduling details and notify team

Update CRM contact with scheduling details and notify team

Lead scheduling and opt-in details often arrive unprocessed, leaving reps without call context or consent status. Keep contact records current and alert onboarding so outreach happens same day.

Update CRM contact with scheduling details and notify team

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Overview

Incoming leads often include scheduling and consent details that sit unprocessed, forcing reps to chase basic context. This flow writes normalized phone, time, and opt-in into the contact record and pings onboarding coordinators so outreach can occur the same day.

Update CRM contact with scheduling details and notify team