• Sheila Baker
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  • Member since 2014

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I have successfully used Process Builder and Flow to set Lead Status when a Task is created with a specific Subject - so I hope this means I have the basics down. :)

Now I have a second process where I need to set Lead Status when an Event is created with Type of "First Call". I can't for the life of me figure out how to reference the Event's Type field in either Process Builder or Flow. Would someone please help me out here? Thanks so much!
Sheila
I have successfully used Process Builder and Flow to set Lead Status when a Task is created with a specific Subject - so I hope this means I have the basics down. :)

Now I have a second process where I need to set Lead Status when an Event is created with Type of "First Call". I can't for the life of me figure out how to reference the Event's Type field in either Process Builder or Flow. Would someone please help me out here? Thanks so much!
Sheila