Capture new appointment details in Calendly, find or create customer record in NetHunt CRM, and update lead status
Capture new appointment details in Calendly, find or create customer record in NetHunt CRM, and update lead status
Update customer records in NetHunt CRM when a new appointment is scheduled in Calendly. Capture all relevant information and ensure lead status is current, leading to improved data accuracy and faster follow-ups.
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Overview
Update customer records in NetHunt CRM when a new appointment is scheduled in Calendly. Capture all relevant information and ensure lead status is current, leading to improved data accuracy and faster follow-ups.