Update lead records with booking details for counselors

Your bookings arrive without enough CRM context, so admissions can't prep with meeting links. The workflow keeps lead records up to date so counselors are ready before sessions.

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Overview

Bookings often arrive without CRM context, leaving admissions teams scrambling to find meeting links and times. This flow writes booking times, meeting URLs, and ownership into lead records so counselors can prepare and outreach happens the same day.