Question

Add activity of type meeting from incoming emails

Hi Community,

 

We this requirement below:

 

Suppose Sales Team email is configured as a mailbox in CRM, so basically his/her incoming emails will synchronize in CRM. Some of these incoming emails will include some meeting invites. Now, how can we add these meeting invites as Activity of type “meeting” in CRM? Any suggestion please.  

 

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Hello Fulgen, 

 

I suppose that you are talking about auto-generated invites for the meetings that can be created in the calendar on the email provider side. You can use the mailbox synchronization setup page to set up the synchronization of the Creatio activities with the tasks and meetings created on the Exchange/Google server-side. 

 

More detailed information on how to synchronize Creatio activities can be found in the following Academy articles:

Please, let us know in case any further information is required. 

 

Best regards, 

Olga. 

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