How to Slack a meeting summary
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
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
Microsoft365 and Meetingflow
How to install the Outlook add-in How to deploy the Meetingflow M365 Office add-in using the Admin Center
Hubspot and Meetingflow
How to update Hubspot from within Meetingflow
Google and Meetingflow
How to install the Chrome browser Extension for Google Calendar
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
