Update lead records from scheduled expert meeting notes

Your scheduled meetings lack standardized topic and date fields, leaving support reps without triage context. Write topic and formatted date back to the lead so reps have context same day.

Overview

When meeting notes never make it into the CRM, support reps lose context and follow‑ups stall. This flow writes meeting topics and standardized dates into the lead record so your support managers and reps see meeting context and act on follow‑up the same day.