I want to connect Calendly with Perfex so that whenever a lead is added, custom fields are also included.

Status: Open · Asked by dejanloka on · 0 views

dejanloka — Question ·

I want to connect Calendly with Perfex so that whenever a lead is added, custom fields are also included.

Deleted member 15445 — Reply ·

Hey @dejanloka

You will need to make custom fields in your CRM and then you can click on refresh fields and the custom fields will appear.

youtube.com/watch?v=1eBLjGeYN7M

Let us know if it works for you.

Arshil Ahmad — Reply ·

Please allow us some time to look into this concern. We will get back to you with an update soon.

dejanloka — Reply ·

okey waiting

Preeti Paryani — Reply ·

Hello @dejanloka

Our team has made some changes to the action and now if you have any custom fields in your CRM then only they will be visible under this action. If you have a custom field and it doesn't appear in the action step, please provide us with the screenshot of your perfexCRM where the custom field is visible.

Thanks & Regards,
Preeti Paryani
Customer Support Associate
Pabbly.com

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