I am having trouble with how i can identify the customer since we orignally get a quote in from gravity fourm and add it into xero and monday.com. we want to track the pipeline using monday.com but one of the steps is to identify when a customer creates a calendly appointment. My worry is that since there isnt a way that i know of to identify that the user uses the same name they used in the quote fourm for the calendly event that we wont track it properly. Does anyone know a better way to do this or have a suggestions? im not sure what the best practices are for this type of thing.
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