Renato Drumond
Member
Hello, everyone.
I´m trying to create an workflow that everytime a booking is done in Calendly, it updates some of the personalized field of the deal on Pipedrive.
Today I have the integration from ulgebra that automatically creates a deal if there is no deal with the email of the booking and creates the meeting activity and add the information on the personalized field. However, if the same person makes another booking, it doesnt update the personalized fields with the new booking information.
And that is what I need to do, update the information from calendly on the personalized field.
I´ve created the flow, but I´m not being able to conect the booking to a deal on PD.
I´ve selected the the option to update deal, it already gives me an dropdown list with all the deals. I´ve also tried to add one step to find the deal and than make the update. But I cant get pass it because I can´t find a way to conect the emails or the phone as the hook to retrive the deal.
I´m trying to create an workflow that everytime a booking is done in Calendly, it updates some of the personalized field of the deal on Pipedrive.
Today I have the integration from ulgebra that automatically creates a deal if there is no deal with the email of the booking and creates the meeting activity and add the information on the personalized field. However, if the same person makes another booking, it doesnt update the personalized fields with the new booking information.
And that is what I need to do, update the information from calendly on the personalized field.
I´ve created the flow, but I´m not being able to conect the booking to a deal on PD.
I´ve selected the the option to update deal, it already gives me an dropdown list with all the deals. I´ve also tried to add one step to find the deal and than make the update. But I cant get pass it because I can´t find a way to conect the emails or the phone as the hook to retrive the deal.