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  • Create lead to meeting

    How do I create a lead with all the fields related to an meeting scheduled in the calendar when this is completed?

  • #2
    Hi tothewine,

    If I understood you correctly, it will be enough for you to create a Workflow (you need to have the Advanced Pack extension):

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    Conditions:

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    Actions:

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    It is in Actions that you can specify the fields from the Meeting, the values ​​of which you need to copy into the Lead fields that were created after the Meeting ended (the Meeting status changed to Held).

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