Integrating with Google Calendar (via Zapier)
Using Zapier, you can easily log meetings that occur with your customers as either notes or tasks in Vitally. This walkthrough will focus on notes, but creating meetings as tasks would be an almost identical process.
First step to take - create a note category in Vitally titled Meeting (or something similar). We'll use this category to clearly label notes that were created for an actual customer meeting.
To get to your note categories, open the Quick Jump window and type note.