Salesforce and Meetingflow FAQs

Table Of Contents Why don’t I see a Salesforce button in my Meetingflow?What Salesforce fields can I update in Meetingflow?I’ve logged my meeting but can’t find it in Salesforce – where did it go?I received an error when trying to update Salesforce – why can’t I update? Why don’t I see a Salesforce button in

Salesforce and Meetingflow FAQs

Salesforce and Meetingflow

Table Of Contents Salesforce SetupSee step 3 of the New User Setup ChecklistHow to add Salesforce to Meetingflow (video)Using Salesforce with MeetingflowHow to update Salesforce from within MeetingflowHow to log to multiple Opportunities in SalesforceHow to log to multiple Accounts in SalesforceHow to optimize the lead qualification process in with Salesforce and MeetingflowSalesforce and Meetingflow: FAQs

Salesforce and Meetingflow

Enabling Custom Fields in Salesforce or Hubspot

Meetingflow supports custom fields from Salesforce Accounts, Opportunities, and Leads, and Hubspot Companies and Deals. Salesforce Custom Fields Connect your Salesforce accountBefore configuring custom fields, a user connection must be made first between your Salesforce and Meetingflow accounts. If you have your own Salesforce login, you can do this through your account.Video tutorial: How to

Enabling Custom Fields in Salesforce or Hubspot