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
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2. Select Salesforce from the popup window
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3. Log in with your Salesforce credentials in the popup window
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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
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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.
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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
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2. Select Hubspot from the popup window
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3. Log in with your Hubspot credentials in the popup window
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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
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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
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