Hi, I'm looking for some guidance on setting up a slack notification workflow when a meeting in booked. Here is what i'm trying to achieve: Process Overview : A customer fills out an inquiry form on our website. Upon submitting the form, 続きを読む
Hi David, I am 90% sure the meeting link will be saved on the record and I think it would be under most recent meeting schedule under activities. You...続きを読む
Hi there, not sure this is the right location to post this, if anyone knows of a more appropriate place please let me know. I'm trying to build a workflow to invite customers to a training session where they get a follow up email if they haven't 続きを読む
How to create a workflow to move meetings from "Scheduled" to "Completed" automatically based on the time of the meeting or once it is marked completed.
I have a workflow that enrolls contacts when they've filled out a specific form, nurtures them with an email sequence, with the ultimate goal of getting them to schedule a meeting through the HS meetings tool. Seems simple enough, right? How 続きを読む
Hi Community! Is there a way to create a calendar event from within a work flow without using Zappier? My end goal is to create a calendar event in Google Calendar when a deal transitions between certain states in a pipeline and it looks like th 続きを読む
Hi, Im setting up our ways of working at the company with MQLs and SQLs and I'm having trouble finding the best practices. I really want to avoid creating a deal of all the MQL, since tagging companies and contacts with Life cycle stage (LCS): Oppo 続きを読む