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I want to connect Calendly with Perfex so that whenever a lead is added, custom fields are also included.
- Thread starter dejanloka
- Start date
Hey @dejanloka
You will need to make custom fields in your CRM and then you can click on refresh fields and the custom fields will appear.
Let us know if it works for you.
You will need to make custom fields in your CRM and then you can click on refresh fields and the custom fields will appear.
Let us know if it works for you.
dejanloka
Member
Thank you sir but custom fields not appearing i refreshed many times you can check it here https://connect.pabbly.com/workflow...SATtaTldTBVMJegQeCQtcX1ErUB0DMAxFXG8LVQAoVTQ#
Please allow us some time to look into this concern. We will get back to you with an update soon.
Hello @dejanloka
Our team has made some changes to the action and now if you have any custom fields in your CRM then only they will be visible under this action. If you have a custom field and it doesn't appear in the action step, please provide us with the screenshot of your perfexCRM where the custom field is visible.
Our team has made some changes to the action and now if you have any custom fields in your CRM then only they will be visible under this action. If you have a custom field and it doesn't appear in the action step, please provide us with the screenshot of your perfexCRM where the custom field is visible.
