Sync activities to calendar - automatically add organisation

jamesc222
jamesc222 Member Posts: 2 NEW MEMBER
Third Anniversary
edited October 4 in Sales CRM #1

When syncing to my calendar, is there anyway to get the organisation name into the title?

So for instance "Follow up" would arrive in the calender as "Acme Inc - Follow up"

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Answers

  • Carla Garcia
    Carla Garcia Pipedrive Team Posts: 2 PIPEDRIVE TEAM
    Third Anniversary Name Dropper First Comment Photogenic
    #2

    Hi @jamesc222 ,

    It depends on how you create the activity, as you can create the subject to reflect the name of the organization as well. If created by an automation you can pull the Org name like this:

    image.png

    Hope this helps.

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