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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.

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  • 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.