Criteria for the Action Group for the Event Entity:
- Event is assigned to an account (this is done via Chili Piper Calendar Automatically if the “Create Event in Salesforce” option is checked within the queue)
- Event title contains a certain string (e.g. “Demo”)
If all the conditions are met you can create an opportunity. Here’s an example where the stage, close date, forecast category and AccountID are all pre-set
Optionally you can send an email alert with the details to the Account Owner:
No need to setup an action if the condition is not met
That’s it. Don’t forget to click on “Activate” – it ain’t gonna work without it.