I recently discovered this platform and have been digging in to learn more. I am obsessed with creating the most seamless client experience possible. Didn't know if anyone had any insight to offer! https://www.holisticos.ai/

Hey all - I am banging my head against the wall with a few simple (in my opinion!) issues I can't seem to resolve related to setting up some Advyzon CRM workflows. Most of it has to do with triggering a workflow when a meeting is put on the calendar. Anyone experienced users out there willing to share 10min with me over Zoom or Teams?