Update lead with new booking details in CRM

Your new bookings hit CRM without appointment context, so agents can't prep tours or confirm logistics. Keep notes, tags, and scheduled times on the lead so agents have full context ahead of the showing.

Overview

Booked appointments often land in CRM with no context, leaving agents underprepared and risking no-shows. This flow writes appointment notes and tags directly to the lead so agents have full context within minutes, improving readiness ahead of the showing.