Update CRM person record with rescheduled appointment info
Update CRM person record with rescheduled appointment info
You risk reps preparing for the wrong time when bookings are rescheduled but CRM isn't updated. Keep contact appointment fields current so reps prepare correctly and follow up same day.
Overview
Reschedules that never reach the CRM leave reps working off the wrong meeting time and cost follow-up velocity. This flow updates contact appointment fields instantly and posts qualifying reschedule events so SDRs prepare correctly and follow up the same day.