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.
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:
Is there a Meeting request functionality in Creatio? Like user will create a meeting, can add participants then after that participants will receive email notifications. If participants is using outlook or gmail it will add on their outlook or gmail calendar. Crm will also send email reminder to all participants 15 minutes(for example) before meeting. Once a participant will login in crm, that meeting will show on his/her calendar. Please suggest. Thank you in advance.
You can create an activity in the calendar (or it can be created as a result of activities synchronization) and add participants to it one by one and create a process that will notify participants about this activity. This notification process should contain this sequence:
1) Start signal which will be triggered upon record adding in "Activity participant" object for activities with "Meeting" type (in my example its "Visit" type)
2) Then you should read data from the "Contact" object where ID equals to first element unique identifier
3) After that you need to set the "Send email" process element in which you can use data read from the "Read data" process element from step 2.
As a result once you add activity participant this person receives an email notification that he/she is participating in some meeting.
Here is a general screenshot of this process:
We do also have a suggestion to our R&D team in "Accepted" status so to make notifications possible without the business process, but currently it can be done only in this way.
