Hello. I have a problem with creating automation in PipeDrive connected with Calendly.
I would like a task in the form of a meeting, scheduled at a previously agreed time and date in Calendly, to be assigned to the created deal and client.
Can you check what I am doing wrong?
In PipeDrive, there is a sales opportunity, the client is created, and it's in the correct stage of the funnel, but it does not automatically create a task - a meeting with the client.
Please help - I am attaching screenshots.
Best answer by Troy Tessalone
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