Create historical events when Calendly calls are booked.

[eashaw]

Issue/Goal:

Create a historical event CRM record when users book a "Talk to us" or "Let's get you set up" meeting.

[eashaw]

@Sampfluger88 What should the Intent signal picklist values be for this in Salesforce?

[Sampfluger88]

@eashaw is there any way to tell if they went through the start flow vs direct from the contact form?

[eashaw]

@Sampfluger88 We can look for an existing contact record and check the description on the record (if it exists). Contacts who were updated because they submitted a "Talk to us" form will have a description that ends with one of two strings.

[eashaw]

@Sampfluger88 Pinging you again about the picklist values in Salesforce for this.

[Sampfluger88]

TODO: @eashaw Add createHistoricalEvent to contact form submission to enable "Submitted the "Send a message" form" intent signal creation.

[Sampfluger88]

TODO: @Sampfluger88 Create Zap to create historical event in Salesforce for:

• Scheduled a "Talk to us" meeting
• Scheduled a "Let's get you set up" meeting