Update lead and program records with new meeting IDs
Update lead and program records with new meeting IDs
Your scheduled meetings lack linked lead records, so coordinators can't match sessions for prep. Adding UUIDs and meeting IDs to lead rows restores context and speeds follow-up within minutes.
Overview
Unlinked meetings leave coordinators without the session context they need, which increases prep time and follow-up errors. This flow writes meeting UUIDs and IDs directly into matching lead and program records so your coordinators get accurate context and can act within minutes.