Meetings to Leads

Meetings to Leads

Is there a function to create leads from meetings? A lot of our leads come from people scheduling webinars with us in our calendar bookings, we have a workflow ready to update them to the leads module but unfortunately, some information are missing when they are transferred.

Like, in our meetings module, we have a field called 'website name' and in our leads module, we also have a field called 'website name' but for some reason, I can't transfer the information from meetings to leads. The only information transferred are the names and the company name but the rest remains blank.

Since the workflow rule don't offer much option in transferring information, is there a custom function possible for that?