Update first meeting date on lead records automatically
Update first meeting date on lead records automatically
Your booked meetings aren't written to leads, so reps lack appointment context and miss follow-up. Populating the lead's first-meeting date gives reps context for outreach within minutes.
Overview
If booked meetings aren't stored on lead records, reps outreach without appointment context and follow-ups get mistimed. This flow writes a normalized first-meeting date to the lead and converts the time to your target timezone, giving reps accurate context within minutes.