Topics started by Matt Beans

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M
Beginner
Matt BeansBeginner
asked in Ask a Peer

Schedule Client Video Meetings through Karbon?

We have switched to Karbon from PipeDrive.  In PipeDrive… I could create an Activity and invite people to the activity through PipeDrive. It would create an event on my google calendar, and send the invite emails to the client, so they could also have the event on their calendar.  We could also “Make it a Zoom Meeting” by clicking the button that says… “make it a zoom meeting” and it would input the zoom information into the description.  This whole process would take 10 seconds.  Does Karbon have a feature I am missing? How do I create meetings and invite clients, with a video link through Karbon? Thanks,Matt

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Victoria Peters
Sr. Community Champion
1 year ago

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