Update CRM deal and link contact from booking

Your bookings arrive without pipeline context, leaving reps with unlinked contacts and unclear deal stages. Keep deals and contact links current so reps can prepare and follow up same day.

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Overview

If bookings land in the calendar without CRM context, reps waste prep time and momentum is lost. This flow links attendees to contacts and updates or creates deals so pipeline stages reflect meeting intent and reps can act confidently the same day.