Automatically populate Meeting fields based on recipients
Hi there,
We're looking at using the integration with Office 365 to automatically sync meeting invitations sent to us by our clients, or sent by our team members through Outlook into the Meetings module in Zoho. This will save us time, as we won't have to duplicate the meetings by hand in Zoho.
At present these meetings will list the recipients, but won't automatically be associated with Accounts or Contacts (even when these Contacts already exist in the CRM). I'd like to know if there is a way we can use a custom function (or another solution) to automatically populate the Contact Name and Related To (Account) fields when a meeting is created in this way, either on creation or by running a daily scheduled script to check for meetings that could be associated in this way.
To go into a little more detail on our desired use case:
- A meeting is added to a user's outlook calendar with joebloggs@sample.com as a participant
- joebloggs@sample.com already exists in our CRM as a Contact "Joe Bloggs", and is associated with the "SampleCorp" Account
- The meeting is synced automatically to Zoho's Meetings module via the existing integration
- The meeting should then be associated with the Contact record for Joe Bloggs (based on email address) and Sample Corp (based on Joe Bloggs' related Account
- If Joe Bloggs is not related to an account then this field can be left blank
- If Joe Bloggs does not exist in the CRM, nothing happens
Is such a thing possible? I was not able to find a similar question being answered in the past, though I suspect this must be a fairly common use case.
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