Update CRM lead and notify onboarding channel on booking

Your onboarding bookings can reach CRM without owner context, creating prep gaps and missed handoffs. It updates the lead and pings onboarding coordinators so your team is ready before the session.

Overview

When onboarding sessions are booked, reps and coordinators need current lead context fast. This flow updates the CRM lead and broadcasts the booking to your onboarding channel so teams see owner, time, and a key response within minutes, improving prep and reducing handoffs.