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JOrlando19

‎Apr 3, 2023 4:20 PM - edited ‎Apr 3, 2023 4:21 PM

Member

How To Assign Task Due Date in Deal To Exact Calendly Booking Date/Time!?

I am creating deals from Calendly. I am having a very hard time when the deal is created to also create a task, and set the due date/time to the same day/time as the calendly booking.

 

I have a round robin going in Calendly for my sales team. I have no issue creating the deal, linking the contact and company, and assigning the correct deal owner user.  But I cannot figure out how to link the due date/time to the newly created task assigned to this deal and user. 

 

Please help TIME SENSATIVE! Thank you!

Admin Deals Developer How-To Meetings Professional Quick Tutorial Tasks video Workaround Workflows
0 Upvotes
1 Reply 1
PamCotton
Community Manager

‎Apr 4, 2023 9:32 AM

Community Manager

How To Assign Task Due Date in Deal To Exact Calendly Booking Date/Time!?

Hello @JOrlando19, thank you for posting in our Community!

Checking more details about this integration, I can see this information comes directly from Calendly. In this case, it will be necessary to check with Calendly support directly. 

 This link here will help to reach out to their support.

 

Kindly,

Pam

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How To Assign Task Due Date in Deal To Exact Calendly Booking Date/Time!?
Sales
Apr 4, 2023