Update CRM deals when a booking is scheduled
Update CRM deals when a booking is scheduled
Your showing appointments often land without CRM context, so reps can't prep leads or assign ownership and outreach stalls. This adds appointment context to deals so follow-up happens same day.
Overview
When booked showings don't appear in your CRM, follow-up gets delayed and prospects cool off. This flow injects booking context into deals, alerts the team channel, and logs the visit so reps can act the same day.