connect meetings to leads automatically

Question

Is there a way to automatically attach a scheduled meeting to a particular lead? I'm using Zapier to connect to a Wufoo form and Appirio Cloud Sync to connect to a Schedule Once appointment scheduler. I'd like meetings and leads to connect. Any ideas?

Bill Greenhaw · Answer

Do you mean you want them to be an Event in  salesforce.com ? Leads do have Events, just like Accounts, Contacts, etc...   Zapier should be able to integrate to leads events, if it already integrates with events in other objects.

connect meetings to leads automatically

Data Management

Verwandte Lerninhalte

Weitere Hilfe