Connected persons linking based on email address from appointment invite. I noticed when a familiar
Thomas Schijf Posts: 2
edited July 2022 in Ideas and Product Feedback #1
Connected persons linking based on email address from appointment invite. I noticed when a familiar contact in Pipedrive sends me an invite for an appointment, this becomes an activity in PD as I sync with Google Calendar, however the sender is not automatically associated with this person in my PD contact list, this should be possible since it can be matched based on email address. Do you also experience this as a problem in your workflow? Indicate how important this feature is for you:
Arthur_70084 Posts: 74edited February 2022 #2Hey @Thomas Schijf
Personaly I use Make (Integromat new version ) to handle this problem.
But I'm not quit sure that I've well understood your issue.
Thomas Schijf Posts: 2edited February 2022 #3Hi Arthur, thanks for your reaction. How would you setup such thing in Integromat, because you need to watch for Google appointments invites with a module, that is all fine, but how to update an activity based on an activity ID you then doesn't know?0
Arthur_70084 Posts: 74edited February 2022 #4Just look at the search modules of Pipedrive and than use the email a filter0