Update giving case with scheduled meeting details in CRM

Giving cases often lack meeting dates from bookings, leaving coordinators without context. It writes meeting date and category to the case, giving coordinators prep-ready context same day.

Overview

Booked onboarding or giving meetings should immediately populate the customer's case so your coordinators don't hunt for dates or context. This ties bookings to the right case record and delivers prep-ready case details within minutes of the booking.