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Update prospect task after client books a meeting

Update prospect task after client books a meeting

When intro bookings aren't logged, your prospect tasks lack context and follow-up notes. This keeps prospect tasks updated with meeting details so you can prep and follow up same day.

Update prospect task after client books a meeting

Overview

Bookings that don't attach to deal context cost prep time and delay follow-ups. This flow writes meeting details and join links directly to the prospect task and pings your team, so owners have what they need to act on the same day.

Update prospect task after client books a meeting