Looking for inspiration to automate calendar meetings
Martin Pecha_2338
Posts: 175
Hi there!
I am trying to automate process with our external call centre.
What call centre do:
- call people, when they agree with meeting, schedule meeting
- meetings are created in shared internal google calendar (with no guest in calendar)
What is the problem:
- someone needs to take the meeting from calendar, create activity and write mail with link
What I need
- solution, that creates activity with scheduled time/date in a specific deal in pipedrive
Any ideas?
It does not matter where the person is writing down info about the meeting (except the pipedrive unfortunately, where we cannot give them access)
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Comments
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if someone is interested, I will probably go for more tech solution - I created database with pipedrive org IDs - when call centre schedule a meeting, I send API request to create deal and meeting activity for specific organisation
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