Update CRM deals from booking changes in real time

When booking changes don't reach your CRM, onboarding and billing miss updated dates and confirmations. Keep deals and company records current so coordinators can act before scheduled sessions.

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Overview

Stale booking data in your CRM stalls onboarding and billing, creating manual rework and missed sessions. This flow keeps deal and company records up to date so onboarding coordinators and sales ops see confirmed dates within minutes, eliminating handoffs before scheduled sessions.