Update lead stage from first session booking details

Your session bookings arrive without lead context, forcing intake to search CRM and risking missed assignments. You get updated lead stage and scheduled session details so coordinators act same day.

Overview

Incoming session bookings often land without CRM context, leaving intake teams to hunt for the right record and delaying confirmations. This flow automatically finds the correct lead, updates its stage and session fields, and surfaces a manual task only when human triage is required, so coordinators see confirmed bookings the same day.