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
1. From the Dashboard, click "Log Meetings to CRM" from the card on the bottom right
![Screenshot 2023-10-27 at 1.14.25 PM](https://meetingflow.com/wp-content/uploads/2023/10/Screenshot-2023-10-27-at-1.14.25 PM.png)
2. Select Salesforce from the popup window
![Screenshot 2023-10-27 at 1.14.35 PM](https://meetingflow.com/wp-content/uploads/2023/10/Screenshot-2023-10-27-at-1.14.35 PM.png)
3. Log in with your Salesforce credentials in the popup window
![Screenshot 2023-03-09 at 10.08.06 AM](https://meetingflow.com/wp-content/uploads/2023/03/Screenshot-2023-03-09-at-10.08.06-AM.png)
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 "Settings and Members" and select the "Integrations" tab
![Settings:Members](https://meetingflow.com/wp-content/uploads/2023/10/SettingsMembers.png)
2. Select "Configure" within the Salesforce section
3. Navigate through the tabs that correspond to fields on a particular Salesforce object, and select any fields you wish to display in Meetingflow.
Meetingflow will match the field order based on your default layout settings in Salesforce.
![Screenshot 2023-10-27 at 1.04.14 PM](https://meetingflow.com/wp-content/uploads/2023/10/Screenshot-2023-10-27-at-1.04.14 PM.png)
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
1. From the Dashboard, click "Log Meetings to CRM" from the card on the bottom right
![Screenshot 2023-10-27 at 1.14.25 PM](https://meetingflow.com/wp-content/uploads/2023/10/Screenshot-2023-10-27-at-1.14.25 PM.png)
2. Select Hubspot from the popup window
![Screenshot 2023-10-27 at 1.14.35 PM](https://meetingflow.com/wp-content/uploads/2023/10/Screenshot-2023-10-27-at-1.14.35 PM.png)
3. Log in with your Hubspot credentials in the popup window
![HS oauth](https://meetingflow.com/wp-content/uploads/2023/03/HS-oauth.png)
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 "Settings and Members" and select the "Integrations" tab
![Settings:Members](https://meetingflow.com/wp-content/uploads/2023/10/SettingsMembers.png)
2. Select "Configure" within the Hubspot section
3. Navigate through the tabs that correspond to fields on a particular Hubspot object, and select any fields you wish to display in Meetingflow.
Once selected, you can drag-and-drop to rearrange the order that you want the Hubspot fields to appear
![Screenshot 2023-12-04 at 9.44.13 AM](https://meetingflow.com/wp-content/uploads/2023/12/Screenshot-2023-12-04-at-9.44.13 AM.png)