Update lead record with scheduled evaluation call details

Your evaluation bookings arrive without synced lead records or call notes, leaving reps underprepared. Update the lead with appointment time and a generated call script so reps are ready same day.

Overview

When evaluation calls are scheduled, reps need context immediately or preparation slips and first impressions weaken. This flow updates the lead record, attaches a generated call script, and pings the team channel so reps have prep materials within minutes and are ready same day.