Update lead status to meeting set from booking emails
Update lead status to meeting set from booking emails
Booking emails often sit unprocessed, leaving reps without meeting context or prep time. This tags matched leads as Meeting Set so reps see updates and prepare before calls.
Overview
When booking emails don't surface in the CRM, reps miss context and lose prep time. This flow extracts attendee emails, matches them to lead records, and updates lead status so reps get visibility within minutes and can prepare ahead of calls.