Question

Automation: Create a Task once a Calendar Event is added

  • 12 April 2024
  • 0 replies
  • 4 views

Hi There,

Is it possible to automate a Task to be added to an opportunity every time a Google Calendar event is synced from Google to the respective Copper account?

 

I would like to auto create a Task “Process meeting notes” to an opportunity every time a meeting is scheduled with a Contact.

Thanks

Andy


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