This application helps Kylas users to update the Campaign information e.g., Source, Campaign, and UTM parameters on meetings from the related Lead, Deal, or Contact.
This application helps Kylas users to update the Campaign information e.g., Source, Campaign, and UTM parameters on Meetings from the related Lead, Deal or Contact. The application creates a Webhook in your Kylas account to listen to the Meeting Created event and this application fetches the source, campaigns and other Campaign information from the related entities of the Meeting and updates is back on the Meeting.
Please follow the steps below to set up the application to use it.
Note: Please make sure you have sufficient number of custom fields available to create on your Kylas account to let the application work as expected.
A meeting can be related to one or more Leads, Deals or Contacts. In this case which entity’s UTM values the app should copy to the Meeting.
When a Kylas user creates a Meeting in Kylas then the application will look for the campaign information available on the related entities and copy it on Meeting.
CompanyRead, Read All
Deal:Read, Read All, Meeting
Products-services:Read, Read All
Contact:Read, Read All, Meeting
Meeting:Read All, Update All
Lead:Read, Read All, Meeting
Pipeline:Read, Read All
User:Read, Read All