How does Meetings CRM Sync work?

Meetings Sync delivers a clear view of event ROI in your CRM and better visibility into how your company's face-to-face Meetings drive sales.

Meetings Sync runs alongside Contacts Sync to efficiently capture all of the Meetings from your Events and sync them to CRM Campaigns automatically.

How Meetings Sync Works

Meetings Sync sends Meetings to Salesforce as Tasks and Meeting Notes as Task Comments. 

When a Meeting is synced:

  • A Task is created for each Contact on the Meeting with the "Lead" or "Customer" tag.
  • The Task is related to the Lead or Contact.
  • The Task is related to the Event-connected Campaign.... IF it's related to a Contact. Unfortunately, Salesforce does not allow Lead-related Tasks to be related to Campaigns.
  • The Task Subject is "Meeting."
  • The Task Owner is the Meeting Owner.
  • The Task Status is "Not Started" and maps to Meeting Status, which is updated to "Completed" when Notes are received.
  • The Task Description includes the event and Meeting dates, times, location and description.

The Sync works in near real-time, so any updates made to the Meeting should appear in Salesforce within a couple of minutes. 

  • Whenever an update is made in an Event, EventGeek immediately pushes the update to the Salesforce Campaign connected to the Event.
  • EventGeek pulls updates from Salesforce Campaigns into connected Events hourly.

Meeting Sync Requirements

Meeting Sync requires that:

  • The Meeting must have an Owner.
  • The Owner's email address must be the same in EventGeek and Salesforce.
  • The Meeting must have at least one synced Contact.

A few notes:

  1. The sync reruns with every update to the Meeting, including whenever users add new or update existing Meeting Notes.
  2. Meetings are not required to belong to a Campaign connected to an event, though it is recommended for proper event ROI attribution in your CRM.

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