Looking for inspiration to automate calendar meetings

Martin Pecha_2338
Martin Pecha_2338 Posts: 192
100 Comments Second Anniversary 5 Up Votes 5 Likes
edited June 16 in Workflow Automation #1

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)

Comments

  • Martin Pecha_2338
    Martin Pecha_2338 Posts: 192
    100 Comments Second Anniversary 5 Up Votes 5 Likes
    edited June 2021 #2

    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