As you may know, I want to sync the lead status in Workiom (CRM) with the steps of a Reply.io sequence.
Thanks to your help here, it's working perfectly, but I do have 1 last question.
Let's look at the following:
1) The lead receives an email, which is sent to "email id X" via Reply
2) The lead clicks on the link in the email to schedule an appointment via Calendly
3) The lead enters "email id Y" in Calendly
In other words, there's no way I can sync this with my CRM.
I can't use any other reference to look up, such as a record id because the workflow starts with the Calendly trigger.
And it's not possible to implement the Calendly trigger into an already existing Pabbly workflow because it uses another trigger.
--
The only solution I can think of is a help-text beneath the email field in Calendly, something like "Please enter the same email id this email has been sent to"
Can someone confirm this is the only solution?
Thanks to your help here, it's working perfectly, but I do have 1 last question.
Let's look at the following:
1) The lead receives an email, which is sent to "email id X" via Reply
2) The lead clicks on the link in the email to schedule an appointment via Calendly
3) The lead enters "email id Y" in Calendly
In other words, there's no way I can sync this with my CRM.
I can't use any other reference to look up, such as a record id because the workflow starts with the Calendly trigger.
And it's not possible to implement the Calendly trigger into an already existing Pabbly workflow because it uses another trigger.
--
The only solution I can think of is a help-text beneath the email field in Calendly, something like "Please enter the same email id this email has been sent to"
Can someone confirm this is the only solution?
