Meetingflow supports custom fields from Salesforce Accounts, Opportunities, and Leads, and Hubspot Companies and Deals.
Connect your Salesforce account
Before 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 Add Salesforce
Best practice: If you do not have a Salesforce account provisioned, you will need a user who has an active Salesforce account to make the initial connection - once the first connection is made, admins can configure custom fields
Already connected Salesforce? Skip to configuring custom fields
1. From within any Meetingflow, select the Integrations button on the right panel
2. Select Salesforce from the popup window
3. Log in with your Salesforce credentials in the popup window
Once a user has connected Salesforce to Meetingflow, select desired custom fields
In order to configure custom Salesforce fields, you must be a Meetingflow admin (you do not need to be a Salesforce admin)
1. Navigate to "Organization settings" and select the "Manage integrations" tab
2. Select "Configure" within the Salesforce section
3. Navigate through the tabs that correspond to fields on a particular Salesforce object, and select any additional fields to display in Meetingflow
- Default fields will always be selected to display
- Custom Salesforce fields will appear in the "other fields" section
- The order that you select the fields is the order they will appear in Meetingflow, top to bottom
- This is important if you're integrating a sales framework, where requirements should be in a specific order (refer to image below)
Connect your Hubspot account
Before configuring custom fields, a user connection must be made first between your Hubspot and Meetingflow accounts. If you have your own Hubspot login, you can do this through your account.
Video tutorial: How to Add Hubspot
Best practice: If you do not have a Hubspot account provisioned, you will need a user who has an active Hubspot account to make the initial connection - once the first connection is made, admins can configure custom fields
Already connected Hubspot? Skip to configuring custom fields
1. From within any Meetingflow, select the Integrations button on the right panel
2. Select Hubspot from the popup window
3. Log in with your Hubspot credentials in the popup window
4. After receiving confirmation, you will see a Hubspot icon in the right panel where you can find relevant companies and deals
Once a user has connected Hubspot to Meetingflow, select desired custom fields
In order to configure custom Hubspot fields, you must be a Meetingflow admin (you do not need to be a Hubspot admin)
1. Navigate to "Organization settings" and select the "Manage integrations" tab
2. Select "Configure" within the Hubspot section
3. Navigate through the tabs that correspond to fields on a particular Hubspot object, and select any additional fields to display in Meetingflow
- Default fields will always be selected to display
- Custom Hubspot fields will appear in the "other fields" section
- The order that you select the fields is the order they will appear in Meetingflow, top to bottom
- This is important if you're integrating a sales framework, where requirements should be in a specific order (refer to image below)
