Populate "Related to" Account & Contacy field in meetings
Hello Zoho community!
Pretty much what the title says.
When syncing Google Calendar to Zoho CRM both ways, the meetings created from Zoho are much more detail oriented than the other way around.
Is there a way to, when my sales team create a meeting from their Google Calendar, if this meeting sends an invite to someone in the CRM, the field "related to" contact gets auto populated? Same for the Account field.
Addiontal note:
Any reason as to why its not possible to show the related account field in the Canva view?
thanks for the help!
Writer
Get Started. Write Away!
Pretty much what the title says.
When syncing Google Calendar to Zoho CRM both ways, the meetings created from Zoho are much more detail oriented than the other way around.
Is there a way to, when my sales team create a meeting from their Google Calendar, if this meeting sends an invite to someone in the CRM, the field "related to" contact gets auto populated? Same for the Account field.
Addiontal note:
Any reason as to why its not possible to show the related account field in the Canva view?
thanks for the help!
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