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Better email invites for Meetings

Tony Romano

Hi all,

When creating Meetings within CRM, has anyone found the best way to send Meeting invites with nicely formatted links rather than the extremely long URL links?

Ideally, should not expose the URL of the SugarCRM either.

A customer also asked if the sender email could be the Meeting assigned user email rather than system email?

I realise we could cover the above if it were possible to send Meeting invites via BPM, but don't see how to add the special links to the BPM email temaplate. Is that possible as an option?

Many thanks in advance.

  • 0

    We have this same issue! The lengthy links tend to end up in the spam folder and get flagged by the email system as potential viruses! We have been looking for a better way to schedule using Sugar for quote some time.

    Hoping this gets bumped to the top! 

    Oh and why on a meeting "save and share" is the subject line SugarCRM Meeting?? That's just unprofessional.

  • 0 in reply to Norm Bonenfant

    Genuine curiosity here.

    Why are you using Sugar for meeting invites?

    I know not everyone uses Outlook, but we use Outlook and then sync them with Sugar. Formatting, Subject, Location, are all how you want them to be then.

    We used to use the Outlook Plugin, but now use Connect. It is absolutely no work this way.

    I think both OPI and Connect support Gmail too.

    Plus, using Pabbly Connect to integrate BookLikeaBoss.com, Zoom, and Office365, it is zero work for our salespeople. The prospect chooses a time and reason for meeting, it creates a Zoom meeting, then creates a meeting invite formatted how we want, puts it on our calendar, sends it to the prospect, etc.

    Zero work for the salespeople, and the prospect gets to choose a time that is convenient for them.

    You can see the beginning of the process at https://meeting.kitsmiler.net. If you want to test it, I don't mind, but please choose something as far out as possible so it doesn't clog up my near-term calendar. I'll delete it afterwards.

  • 0 in reply to John Kitsmiller

    That's an intersting topic :) 

    We tend to recommend creating meetings in the CRM because users can do that from the context of an opportunity, contract, case, ... without having to (forget to) do it afterwards. 

    It's true though that the standard invitation features are quite limited at the moment. 

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group

  • 0 in reply to Damien Pochon

    Exactly this. Why retype the data into outlook when it is all housed within sugar. It shocks me that the scheduling features and even the integration options for scheduling are so limited.