Post by yamanhosen5657 on Mar 7, 2024 0:21:37 GMT -5
To your calendar but don't want it on your main calendar, you can add a separate calendar within Google. When you configure the Zap, you'll be able to select that secondary calendar. In Google, go into calendars and select Create New Calendar. A menu open in Google Calendar with Create new calendar highlighted in the menu. Since you can overlay calendars in Google, having separate calendars can help if you visually want to see the time set aside for a sales task but don't want to block off the time on your main calendar. Or you can set your availability as "free" in the event when you set up the Zap.
It all depends on how you like to manage your calendar. Set up your CRM trigger Now we'll set up the Zap. First, set up the trigger, which is the event that starts a Zap. In this example, we'll want our Zap to trigger when the pipeline changes in our CRM. Since you may want to block off different tasks for different pipeline stages, you may ultimately Panama mobile number list want to make more than one Zap (for example, one based on a "Proposal" stage and one based on a "Contract" stage) to cover all of your time-blocking needs. Search for and select your CRM as your trigger app (we'll select Streak for our example) and pipeline stage changed for your event (in Streak this is the Box Changed Stage action). Streak has been selected with Box Change Stage selected in the Event field.
Next, select the Stage change that should trigger the Zap. For example, I want to create calendar events when a stage changes from "Working" to "Proposal" in Streak. Many CRMs have the ability to create more than one Pipeline; in which case, you'll also need to select the pipeline. A trigger step in the Zap editor which shows the Stage and Pipeline fields for a CRM step. Click Continue, then test your trigger step. The information found in the test will be used to set up the rest of your Zap. When you're happy with the test, click Continue. Set up your calendar action Next, you'll set up the action step, which will add your calendar event details. Search for and select Google Calendar for your action app and Create Detailed Event for your action event.
It all depends on how you like to manage your calendar. Set up your CRM trigger Now we'll set up the Zap. First, set up the trigger, which is the event that starts a Zap. In this example, we'll want our Zap to trigger when the pipeline changes in our CRM. Since you may want to block off different tasks for different pipeline stages, you may ultimately Panama mobile number list want to make more than one Zap (for example, one based on a "Proposal" stage and one based on a "Contract" stage) to cover all of your time-blocking needs. Search for and select your CRM as your trigger app (we'll select Streak for our example) and pipeline stage changed for your event (in Streak this is the Box Changed Stage action). Streak has been selected with Box Change Stage selected in the Event field.
Next, select the Stage change that should trigger the Zap. For example, I want to create calendar events when a stage changes from "Working" to "Proposal" in Streak. Many CRMs have the ability to create more than one Pipeline; in which case, you'll also need to select the pipeline. A trigger step in the Zap editor which shows the Stage and Pipeline fields for a CRM step. Click Continue, then test your trigger step. The information found in the test will be used to set up the rest of your Zap. When you're happy with the test, click Continue. Set up your calendar action Next, you'll set up the action step, which will add your calendar event details. Search for and select Google Calendar for your action app and Create Detailed Event for your action event.