Post by yamanhosen5657 on Mar 7, 2024 5:22:04 GMT
Create Detailed Event selected in the Event field. Next, select your Calendar. If you have more than one calendar in your Google account (like you created one specifically for your sales events), select that calendar here. Then type in the Summary—this is the name of the event. You can use both static text and data from your previous CRM step. Just click in the field and select the information you want to use from the dropdown, like the prospect's name.
I've gone with "Proposal: {Prospect Name}." Next, type in a Description, which will appear in your event details. You can pull in notes from your CRM, a contact name, or any other information that will help Panama mobile number list you with the task. An action step in the Zap editor with summary and description fields shown for a calendar step. Next, indicate the Start Time and End Time using supported date formats. I set my calendar events for first thing the following morning, when I'm unlikely to have other meetings. If the calendar event conflicts with something else, I manually move it to a bit later on my calendar once the event is created.
Tip: An AI-powered calendar assistant can move events around on your calendar if something comes up. The start and end date and time fields in a calendar step in the Zap editor. You can also add other calendar settings, such as: The reminders you'll receive (Default or customized for this event) The color of the event on your calendar (I like mine to be a different color from my regular calendar) Whether or not you want the time to show as "Free" or "Busy." (to protect your calendar time if you use an app like Calendly) Once you've finished personalizing your calendar step, click Continue, then test your step. Here's how the scheduled event looks on my calendar.
I've gone with "Proposal: {Prospect Name}." Next, type in a Description, which will appear in your event details. You can pull in notes from your CRM, a contact name, or any other information that will help Panama mobile number list you with the task. An action step in the Zap editor with summary and description fields shown for a calendar step. Next, indicate the Start Time and End Time using supported date formats. I set my calendar events for first thing the following morning, when I'm unlikely to have other meetings. If the calendar event conflicts with something else, I manually move it to a bit later on my calendar once the event is created.
Tip: An AI-powered calendar assistant can move events around on your calendar if something comes up. The start and end date and time fields in a calendar step in the Zap editor. You can also add other calendar settings, such as: The reminders you'll receive (Default or customized for this event) The color of the event on your calendar (I like mine to be a different color from my regular calendar) Whether or not you want the time to show as "Free" or "Busy." (to protect your calendar time if you use an app like Calendly) Once you've finished personalizing your calendar step, click Continue, then test your step. Here's how the scheduled event looks on my calendar.