Sync New Calendly Bookings to Esko CRM with Comment, Sales Activity, and Outlook Email
Sync New Calendly Bookings to Esko CRM with Comment, Sales Activity, and Outlook Email Intro/Overview This automation workflow automatically syncs newly scheduled Calendly meetings into Easy Redmine CRM. When a meeting is booked via Calendly, it finds the associated lead in Easy Redmine CRM using the invitee’s email address and logs both a comment and a sales activity in the lead’s record. In addition, the workflow sends an email in Microsoft Outlook, ensuring the account manager can check