Update lead and schedule call task in CRM

Your booked intro calls don't update CRM leads, leaving reps without owner context and delaying outreach. Lead records and call tasks update automatically so reps can follow up same day.

Overview

When a prospect schedules an intro call, your CRM should reflect that immediately so reps can act with context. This flow updates lead ownership, closes stale tasks, and creates the scheduled call task so reps can follow up the same day.